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Job Description Polar Plumbing, Heating & Air Conditioning is currently hiring for a full-time Administrative Assistant/Customer Service Rep to assist with our administrative tasks and provide great customer service in the Newburgh, NY area. This Administrative Assistant position earns a competitive wage of $18 - $22/hour, depending on qualifications and experience. In addition to competitive pay and our supportive culture, we offer this customer service role the following benefits: • Medical, Dental, Vision, • A 401(k), • Paid time off (PTO), • Reimbursements, • Great training, • Notary help, • Commissions, • Bonuses So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application. We hope to meet you soon! DAY-TO-DAY In this customer service role, you make sure that all of our administrative operations flow smoothly. As an employee-focused company, we want our clients to have the best HVAC experience with us, so you provide office help for them. You warmly greet and communicate with customers, both in the shop and on the phone. You're always kind and quick to answer questions and find solutions to their concerns. As needed, you also interact with vendors and build great relationships with them. You help with permits, accounting, and rebates. You get a great sense of accomplishment using your customer service and administrative skills to help others! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. OUR IDEAL ADMINISTRATIVE ASSISTANT / CUSTOMER SERVICE REP • Customer service driven - Outgoing and eager to help customers regardless of challenges, • Respectful -Treats others with kindness and dignity, • Team player - Can work well with others in a group setting, • Reliable - Shows up to work on time and prepared REQUIREMENTS FOR ADMINISTRATIVE ASSISTANT / CUSTOMER SERVICE REP Location: 12550

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Donation matching, • Employee discounts, • Flexible schedule, • Free food & snacks, • Health insurance, • Opportunity for advancement, • Training & development, • Tuition assistance, • Vision insurance Responsibilities: • Assist clients in identifying their financial goals and developing tailored strategies., • Provide expert guidance on insurance products, investments, and retirement planning., • Conduct comprehensive financial needs analyses for clients., • Build and maintain strong client relationships through excellent service and follow-up., • Stay updated on industry trends and regulatory changes to provide informed advice., • Participate in ongoing training and development programs to enhance your skills., • Collaborate with team members to share insights and best practices., • Utilize CRM tools to track client interactions and manage your pipeline effectively.Requirements:, • Bachelor's degree in finance, business, or a related field preferred., • Strong communication and interpersonal skills to engage with clients effectively., • Ability to work independently and as part of a team in a fast-paced environment., • Desire to learn and grow within the financial services industry., • Previous experience in sales or customer service is a plus., • Life and Health Insurance licenses are preferred or must be obtained shortly after hiring., • Proficiency in Microsoft Office Suite and CRM software., • Strong ethical standards and a commitment to client confidentiality.Qualifications:, • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required, • Ability to successfully network to prospect new potential clients is a must, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #69 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA), • Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance., • 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance.New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week. Essential Duties and Responsibilities • Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning, • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes, • Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews, • Manage data and plans in financial planning software, • Learn the technical aspects of the advisor position and prepare to service clients independently, • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply, • Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings, • Clearly articulate complex concepts to clients, • Proactively communicate with clients and follow up on all contacts assigned, • Manage and prioritize multiple competing priorities daily in pursuit of business objectives, • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business, • Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork, • Other duties as assigned Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products, • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential, • Excellent communication skills, both verbally and in writing, • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once, • Ability to build relationships with clients and internal partners, and product wholesalers, • Experience with the following software is preferred, • Redtail client CRM, • MoneyGuide Pro/Elite, • eMoney, • Morningstar Advisor Workstation Education and/or Experience • Bachelor’s degree in finance, accounting, or related field, • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required, • Series 65/66 preferred: (or ability to obtain)

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and

The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. Job Category Advisory & Relationship Management. We are currently hiring talented Virtual Wealth Advisors who proactively ident

Job Description Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is calling all customer service-driven applicants to apply to join our amazing team as a full-time HVAC Office Admin! WHY YOU SHOULD JOIN OUR TEAM We are a reputable HVAC company that invests in our team and offers opportunities for growth. We pay our HVAC Office Admin a competitive wage of $18 - $22/hour, depending on qualifications and experience. Our team also enjoys great benefits, including medical, dental, vision, a 401(k), paid time off (PTO), reimbursements, great training, notary help, commissions, bonuses, access to a financial advisor, an amazing team, uniforms, and a positive environment. Plus, we make it easy to apply with our initial quick mobile-optimized application. If we have your attention, please continue reading! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. ARE YOU A GOOD FIT? Ask yourself: Are you task-orientated and self-motivated? Can you be flexible and adapt to changes? Do you have excellent communication skills? Are you organized and detail-oriented? Can you work effectively as part of a team? Do you listen and follow instructions well? Are you someone who can provide great customer service to each of our clients? If so, please consider applying for this HVAC Office Admin position today! YOUR LIFE AS HVAC OFFICE ADMIN As an HVAC Office Admin you make sure that all of our administrative operations flow smoothly. As an employee-focused company, we want our clients to have the best HVAC experience with us, so you provide office help for them. You warmly greet and communicate with customers, both in the shop and on the phone. You're always kind and quick to answer questions and find solutions to their concerns. As needed, you also interact with vendors and build great relationships with them. You help with permits, accounting, and rebates. You get a great sense of accomplishment using your customer service and administrative skills to help others! WHAT WE NEED FROM YOU Location: 12550

Job Description Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is looking to hire a full-time Office Administrator to assist with our administrative tasks and provide great customer service. Are you looking to work with a great team of hardworking people? Do you want to join an HVAC company that is close-knit and supportive? Would you like to work in an environment that encourages you to learn and helps you succeed? If so, please read on! This administrative position earns a competitive wage of $18 - $22/hour, depending on qualifications and experience. We also provide excellent benefits, including medical, dental, vision, a 401(k), paid time off (PTO), reimbursements, great training, notary help, commissions, bonuses, access to a financial advisor, an amazing team, uniforms, and a positive environment. If this sounds like the right administrative and customer service opportunity for you, apply today to join our HVAC team! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. A DAY IN THE LIFE OF AN OFFICE ADMINISTRATOR As an Office Administrator, you make sure that all of our administrative operations flow smoothly. As an employee-focused company, we want our clients to have the best HVAC experience with us, so you provide office help for them. You warmly greet and communicate with customers, both in the shop and on the phone. You're always kind and quick to answer questions and find solutions to their concerns. As needed, you also interact with vendors and build great relationships with them. You help with permits, accounting, and rebates. You get a great sense of accomplishment using your customer service and administrative skills to help others! QUALIFICATIONS FOR AN OFFICE ADMINISTRATOR ARE YOU READY TO JOIN OUR HVAC TEAM? If you feel that you have the right customer service and administrative skills for this job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Location: 12550

Job Description Polar Plumbing, Heating & Air Conditioning in Newburgh, NY is calling all Residential Plumbing Technicians / Plumbers to apply to join our amazing team full-time! The typical schedule for this position is Monday - Friday 7 am - 4 pm with plenty of opportunity for overtime. Some weekend work is required. WHY YOU SHOULD JOIN OUR TEAM We are a growing company where everyone feels like family and is supported in advancing their careers. We pay our Residential Plumbing Technicians / Plumbers a competitive wage of $20 - $35 per hour, depending on experience, plus commissions. Our team also enjoys great benefits, including medical, dental, vision, a 401(k), paid time off (PTO), reimbursements, great training, notary help, commissions, bonuses, access to a financial advisor, an amazing team, uniforms, and a positive environment. Plus, we make it easy to apply with our initial quick, mobile-optimized application. If we have your attention, please continue reading! ABOUT POLAR PLUMBING, HEATING & AIR CONDITIONING We are an award-winning, BBB-accredited company that provides first-class plumbing, heating, and air conditioning services. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes. Plumbing, heating, and cooling are some of the most important aspects of keeping a home comfortable, and we know that timing makes all the difference. That's why we are quick to respond to our customers' needs and why we offer free estimates. As a result, our customers value our honesty and trust that their homes are in the best hands. Our employees are our most valuable asset in maintaining our customers' trust. Through regular development programs, we ensure that all our employees have the training they need to succeed. We also promote an authentic team mentality and strive to make our employees feel at home in our great company culture, an environment that is more like family than work. ARE YOU A GOOD FIT? We are looking for someone who is motivated to do quality work and further their career as a Residential Plumbing Technician / Plumber. Ask yourself: Are you a creative problem solver? Can you manage your time well and effectively prioritize multiple tasks? Do you have a strong work ethic? Are you always kind, positive, and helpful? Do you present yourself in a professional and confident manner? If so, we want to meet you! WHAT WE NEED FROM YOU As a Residential Plumbing Technician / Plumber, we need you to service, maintain, and install various plumbing systems in our clients' homes. If you can do this and meet the following requirements, apply today! • Valid New York driver's license Location: 12550

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. Coach and mentor les

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Previous experience as a Financial Advisor, Wealth Manager, or similar role. Strong knowledge of financial planning, investments, and wealth management strategies.

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide a

Financial (Banking and investing).

Financial (Banking and investing).

Years Financial Planning and Analysis in the Banking or Financial Services Industry - Preferred. Strong experience in and knowledge of financial planning and analysis. USA CIB Senior Data Analyst - Financial Planning & Analysis, Associate.

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions to merchants.Slice has put together a comprehensive package of products and services.Slice delivers a

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

We are located in Newburgh, NY and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning.

JASPER Engines & Transmissions, the nation's leader in re-manufactured engines and transmissions, has been thriving since 1942 by working hard and having fun.We are seeking an Outside Sales Representative to help us on our journey to become the Brand of Choice for our Customers and the Employer of C

Healey Brothers Chrysler Jeep Dodge is looking for a talented Service Receptionist to join our team!.Healey Brothers, Hudson Valley's largest automotive brand, with over 45 years of service.That means that your growth potential is virtually limitless.Our employees have transitioned from salespeople

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, a

Riverhead, NY 11901, USA +2 more locations.SightMD is a rapidly growing integrated ophthalmic provider group, extending the reach of exceptional eye care to patients across New York, New Jersey, Pennsylvania, Connecticut and Massachusetts.With over 127 eye care providers and the convenience of 60 lo

Medical Receptionist Opportunity.Join Our Team at Allied Physicians Allergy, Asthma, Sinus Centers of Long Island - Babylon.Are you the kind of person who makes everyone feel welcome the moment they walk through the door? Do you thrive in a fast-paced environment where multitasking is key? If so, we

Sunshine Ford Lincoln Cashier-Receptionist.Sunshine Ford Lincoln is seeking a cashier-receptionist.The ideal candidate is a reliable, detail oriented, customer service focused individual with a professional image and demeanor.This position is full-time or part-time for the right candidate.Pay will b

ENT and Allergy Associates (ENTA) and Hmi, one of the nation's largest ENT, Allergy, and Audiology medical practices, is seeking a Full-Time Medical Receptionist for our Southampton office location.Scheduling patient appointments.Entering patient demographics into the computer.Pulling and filing med

Solutions Sales Representative.Sciens Building Solutions is seeking a Solutions Sales Representative for our life safety, security, and fire protection business.The Sales Rep's focus will be on developing new opportunities via contractors and end-users by managing and growing the business through ne

For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience.

Household Sales Representative.Pay: $80K$150K/year full commission pay structure.Why Join Culligan? Culligan is a leader in water treatment technology, providing innovative solutions to improve the quality of life through better water.By joining our team, you will have the opportunity to make a mea

Milton CAT is seeking an experienced Receptionist to work out of our Tonawanda, NY location.The Receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, as well as performing additional clerical duties.Candidates must be organized, able to multi-task

Receptionist Opportunity at Phillip Williams State Farm Agency.Phillip Williams State Farm Agency is a leading insurance agency dedicated to providing exceptional service to our clients.We are currently seeking a dynamic individual to join our team as a receptionist.Our ideal candidate is highly org

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

As a Sales Representative, you are accountable for engaging with existing and prospective customers, promoting products and services, and generating sales revenue.Medical, dental, life, disability insurance, 401k and a deferred compensation plan.Cultivate strong relationships with customers in a des

Financial support to help obtain a degree.