Looking for Customer Service Advisor positions in New York, NY? You're in the right place! At VerJobs, we've done the heavy lifting by bringing together all the best opportunities in your area. Did you know? Job seekers who apply to at least 5 positions daily are 10 times more likely to get hired! Apply to the relevant Customer Service Advisor openings with just a few clicks. Whether you're ready for a career change or seeking new challenges, top employers in New York, NY are actively looking for talented professionals like you. No need to waste time jumping between different job sites - we've gathered everything in one place. The most successful job seekers stay proactive, and with our constantly updated listings, you'll never miss an opportunity. Your next career move could be just moments away. Take control of your job search today and explore our latest Customer Service Advisor opportunities in New York, NY. With new positions added daily, your perfect role is waiting. Start your application journey now and boost your chances of landing that dream job!

Customer Service Advisor jobs in New York

Work Life Balance

Benefits Advisor

Aflac New York, NY

Insurance Sales Agent Overview: Aflac is seeking independent professionals to join the Aflac sales team as a Benefits Advisor. We are looking for outgoing, entrepreneurial and motivated individuals...

High salary

BYREDO Client Advisor-Wooster St.

Puig New York, NY

Get AI-powered advice on this job and more exclusive features. This range is provided by Puig. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The Opportunity: BYREDO...

Best Match

Automotive Customer Service Advisor

Icahn Automotive New York, NY

Description Position Summary Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Duties & Responsibilities First point of contact for customers on the phone and in the store. Responsible for engaging customers, scheduling appointments, building trust, understanding needs, communicating processes and timelines, and selling parts and service that make the customer's car run at peak efficiency; adheres to Company Customer Care standards to meet customer expectations. Responsible for the organization and productivity of the service business through work order and register transactions, thorough vehicle inspections, and service and replacement part knowledge. Under the direction of Management, assists in various aspects of customer care, work order and register assistance, facility maintenance, and Outside Purchase (OP) ordering. Follow all policies and procedures related to cash, credit, check, refund and return policies. Works with the management team to react to customer service issues, customer complaints, and/or business opportunities. Conduct and participate in routine express automotive services, including tire mounting, balancing, rotations, and repair; oil changes, fluid top-offs, lubrications, filter and bulb replacement; battery installation, starting and charging system testing; cosmetic car services, and thorough vehicle inspection. Primary driving force behind the implementation and constant execution of safety procedures, ensuring wheel torque and oil/fluid services are performed per standard operating procedure directives. Partner with Management to produce a safe and health work environment that complies with all local, state, and federal laws, as well as with company policies and procedures. Effectively communicate with all associates, management, and customers; interprets and retains information and applies knowledge appropriately. In designated locations, may be a secondary key carrier responsible for basic and detailed opening and closing responsibilities. Maintain an organized and neat shop. Adhere to all company policies, procedures, safety and environmental rules. Other duties as assigned. Knowledge, Skills, and Abilities High school diploma or equivalent required. Valid Driver's License. One year of related experience in the automotive service environment. One year of sales experience preferred. Must have basic knowledge and understanding of mathematical concepts such as addition, subtraction, multiplication, division, percentages, and fractions. Ability to apply mathematical formulas to calculate commissions and discounts. Strong verbal communication skills. Strong customer service skills. Ability to work Days, Nights, Weekends, Holidays. Physical Demands/Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Physical Demands Must be able to frequently lift, carry, and place merchandise and supplies up to 50 pounds without assistance. Frequent standing and walking for long periods of time. Frequent reaching overhead and below the knees, including squatting, bending, stooping, kneeling, twisting. Climb up and down ladders to retrieve and stock merchandise. Communicate effectively in person, by telephone, or by using telecommunications equipment. Enters and locates information on computer. Presents information to small and large groups. Visually verifies information, often in small print. Safely operates a motor vehicle. The pay range for this position is between $16.00 to $18.60 hr. based on experience + commission. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr

Academic Advisor, Preprofessional Advising - College of Arts & Science

New York University New York, NY

Position Summary Arts & Science is seeking a dynamic Academic Advisor to join the College Advising Team, specifically the Preprofessional Advising Team. Reporting to the Assistant Dean for Preprofessional Advising, the academic advisor will advise students on prehealth, prelaw, and business studies academic performance, policies, and other learning opportunities. Special focus includes but is not limited to prehealth programming, working with the student groups and advisory boards related to health professions, serving as a member of the Committee on Evaluations to Schools of the Health Professions, and drafting the school-wide committee letter of evaluation. This staff person will liaise with other prehealth advisors across the University and maintain up to date information on trends in graduate health careers. In addition, this individual will advise and counsel a significant cohort of first-year students, serving as the primary advisor until they declare their major, and remaining as a support and resource person throughout their undergraduate career. This position will analyze data received through student inquiries, market research, and input and recommend new programs and courses to meet changing needs. Liaise with faculty and other University personnel, representing the Dean and the College to internal and external constituencies. Qualifications Required Education: Bachelor's degree Preferred Education: MA in liberal arts subject strongly preferred. Required Experience: 2-3 years' experience in counseling, advising, student services, program development or an equivalent combination of education and experience. Preferred Experience: Experience in an academic environment. Required Skills, Knowledge and Abilities: Ability to interpret and communicate policies to individuals at all levels. Excellent verbal and written communication skills. Additional Information In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $70,000.00 to USD $75,000. New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items. NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen. EOE/AA/Minorities/Females/Vet/Disabled/Sexual Orientation/Gender Identity #J-18808-Ljbffr

Financial Advisor

Northwestern Mutual New York, NY

Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee: Lenox Gardens Financial Center

Bank of America New York, NY

Advisor Development Program - Financial Solutions Advisor Trainee: Lenox Gardens Financial Center Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions, and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role, you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. At Bank of America, I get to make a difference every day. As an Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals. A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow-up with my clients. When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed. I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality. As an Advisor, you will participate in the award-winning Academy at Bank of America. Trained by the award-winning Academy at Bank of America From my first day to today, the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time, training, and support. While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, MemberSIPC and a wholly owned subsidiary of BofA Corp. $28.85 - $32.00 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr

Automotive Express Service Advisor/Writer

South Shore Chrysler Dodge Jeep Ram of Five Towns New York, NY

Top Pay PLUS Bonuses! Your First Year Income Potential: - $125K+! AGGRESSIVE BONUS STRUCTURES We are growing & in need of Advisors immediately! Those with Service Advisor Experience are encouraged to apply! Jeep Dodge Ram is HIRING NOW for friendly, energetic Service Advisors to advise customers on service options and costs when their vehicle needs repair. Ideal candidates will be ready to hit the ground running. Successful Service Advisors are ambitious problem-solvers and skilled multi-taskers who thrive in a fast-paced environment. Previous Service Advisor, Service Dept., Warranty / Insurance Adjuster experience is a plus! If you have outstanding customer satisfaction skills, an outgoing personality, are self-motivated and driven – Apply online today! All applications are confidential. We offer: Top Pay in the Area! Tell us about your experience at your interview! Performance Bonuses! Your first-year income potential is $125,000+! Medical, Dental, Vision, and Disability Insurance Paid time off (PTO) 401(k) Retirement Plan Employee discounts on products and services A positive and professional team environment Responsibilities – Service Advisor: Schedule appointments for service/maintenance/recall work Greet customers and inspect their vehicle Conduct all business with sincerity, honesty, and genuine concern for customer Listen to customer’s reason(s) for bringing their vehicle to the service department Advise customers about necessary/suggested services and costs Follow the status of the customer's vehicle from service bay entry through completion of work Keep customers informed of any changes that occur Upon completion of work, review work order with customer to assure all concerns are addressed Other duties may be assigned Qualifications – Service Advisor: Previous Service Advisor experience is preferred with CDK experience! BUT WILL TRAIN! Previous work history as a Warranty / Insurance Adjuster or a Service Tech / Mechanic translates well in this position General knowledge of vehicle mechanical operations is preferred Good customer service and communication skills Works well in a fast-paced environment Professional appearance and a positive attitude Good work ethic and computer skills Valid driver's license and good driving record Must be authorized to work in the U.S. We are a Drug-free Workplace We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status. #J-18808-Ljbffr

Merrill Financial Solutions Advisor - SD Financial Center

Bank of America New York, NY

Merrill Financial Solutions Advisor - SD Financial Center Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Job Description: This job is responsible for working with high-net-worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs, such as core Banking and Investment and Life Priority solutions. Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined financial targets. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds. The Advisor Development Program (ADP) Journey: As a Merrill Financial Solutions Advisor (MFSA), you will receive necessary training and guidance to become a successful independent financial advisor. You will work with affluent and high-net-worth clients, identifying needs and preparing investment recommendations. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. We’ll help you: Get training and one-on-one mentorship from managers invested in your success. Build connections to grow your network and business. Deliver advice through client reviews/presentations with confidence. Learn about the full suite of financial solutions. As a Merrill FSA, you can look forward to: A strong referral network to increase opportunities for affluent and high-net-worth client acquisition. Marketing strategies to reach wider audiences. Ongoing professional development to deepen your skills. Potential opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We’re a culture that: Is committed to building a workplace where every employee is welcomed and supported. Believes diversity makes us stronger to meet the diverse needs of our clients. Provides continuous training and developmental opportunities. Is committed to advancing our tools, technology, and ways of working. Believes in responsible growth and supports communities around the world. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Sets and accomplishes goals. Builds and nurtures strong relationships. Collaborates effectively with others. Communicates effectively and confidently. Manages goals and executes in a fast-paced environment. Likes to learn and adapts to new information. Thorough in incorporating relevant regulatory due diligence. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management and sales activities. Strong computer skills and ability to multitask. Bachelor's degree, preferably in a business-related field. Achieved additional professional designations such as CFP and/or CRPC. $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan based on performance against defined metrics. This role is currently benefits eligible, providing industry-leading benefits and support for employees. #J-18808-Ljbffr

Merrill Financial Solutions Advisor - Rockefeller Center Office

Bank of America New York, NY

Merrill Financial Solutions Advisor - Rockefeller Center Office Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs. Partners with Financial Advisor teams to build their network by sharing relevant market developments. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined financial targets. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs. The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs and preparing investment recommendations. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. Build connections to grow your network and business. Deliver advice through client reviews and presentations with confidence. Learn about the full suite of financial solutions. As a Merrill FSA, you can look forward to: A strong referral network from across the business. Marketing strategies to reach wider audiences. Ongoing professional development. Potential Opportunities for professional growth. Leadership opportunities. We’re a culture that: Is committed to building a workplace where every employee is welcomed and given the support to advance their careers. Believes diversity makes us stronger. Provides continuous training and developmental opportunities. Is committed to advancing our tools and technology. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience working in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Sets and accomplishes goals. Builds and nurtures strong relationships. Communicates effectively and confidently. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management and sales activities. Bachelor's degree, preferably in business-related field. $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives based on performance against defined metrics. This role is currently benefits eligible. We provide industry-leading benefits and support to our employees. #J-18808-Ljbffr

Investment Advisor

Masterworks, LLC. New York, NY

About Masterworks: Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing nearly 950,000 individuals to the $2.2 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting edge of finance, technology, and art? Are you passionate about democratizing alternative investments? Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered “Yes” to any of the above, we’d love to hear from you! Position Overview: Each day, the Membership Team engages with and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be the first point of contact for prospective investors, being directly responsible for educating and advising them on how art can improve the performance of their investment portfolio. On a daily basis, you will have between 10-20 pre-scheduled phone calls where you will provide advice on investing in artwork and address questions relating to the art market and specific Masterworks offerings. Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our members on their next investment into blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings. The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. Responsibilities Overview: Advise potential investors on making their initial investment in Blue-Chip Art as an alternative investment (working exclusively with potential investors who have previously indicated an interest in investing - no cold calling ) Utilize CRM tools and dashboards to improve overall effectiveness and efficiency Provide an excellent advising and onboarding experience with a wide range of investors Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs Work cross functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives Team Overview: The team consists ~15 advisers and is growing Investment advisors come from a diverse set of professional backgrounds with wide ranging levels of experience Requirements and Preferred Skill Sets: 3-7 years experience working in financial markets, financial advising, or similar. Ability to confidently and professionally communicate with high profile investors (verbal and written) Strong interest in alternative assets, financial markets, and macroeconomics Excellent organizational, problem solving, and time management skills Experience using CRM tools is a plus Results-driven, competitive mentality Proven ability to strive in a fast paced, multi-task environment Passion for the “business of art” is a plus, but no prior knowledge required Series 65 license from FINRA Measurements of Success: Hit the ground running from day 1, showing eagerness to learn the ins-and-outs of art as an asset class. Focused and driven by metrics and KPIs, hitting company and role targets. Learn the dynamics of the art market and become acquainted with Masterworks criteria and artist list Become proficient in our tech stack, tools and business systems, including: Hubspot, Slack, etc. etc. Outcompete your peers and begin challenging the incumbents Benefits at Masterworks: Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO and 401k Discounted Equinox membership Happy hours, company outings, social clubs, and more! #LI-DNI #J-18808-Ljbffr

Automotive Customer Service Advisor

Pep Boys Long Island City, NY

Position SummaryContribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the servic

Eyewear Customer Service/Sales Advisor

MyEyeDr. New York, NY

DescriptionAbout the role See yourself starting a new career journey? As an Eyewear Consultant for MyEyeDr. you play an essential role by providing personalized eyecare through supporting your trusted

Customer Service Advisor

Fausak Tires Baldwin, NY

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Health insurance Paid time off Vision insurance Job SummaryAs a Customer Service Adv

Immediate Start

Private Wealth Advisor (New York)

Capital Group New York City, NY

“I can succeed as a Private Wealth Advisor at Capital Group.” One of the nation’s leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. You have the skills and experience necessary to self-generate new leads of high-net worth clients by executing a business development strategy to identify prospective clients, open new relationships and cultivate referral sources. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations. You will also help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management. You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book of business. You will work alongside a diverse team of advisors and have a dedicated client service team to support the individuals, families, foundations, and endowments that you serve. We will provide you with world-class investment solutions, wealth planning and investment management expertise, marketing and administrative support, and compliance oversight. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services. Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in- house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups, experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation and philanthropy. “I am the person Capital Group is looking for.” Undergraduate degree; CFP, CFA or MBA a plus. 5 years of wealth management or related industry experience and a demonstrated interest in new business development. Demonstrated track record of sourcing and closing new high-net worth relationships Fluency with social media and LinkedIn. Ability to create a new referral network capable of generating business. Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table. The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. Communication and presentation style capable of being tailored to distinct audiences, internally and externally. Demonstrable service orientation and capability to build strong relationships, both externally and internally. Experience in completing timely, accurate and compliant client and account activities with minimal supervision. Willingness to engage in additional training and licensing as necessary. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $100,000 applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Technology Advisory Board Member (Course Credit Eligible / Community Service Credit Eligible / Token Incentive Eligible / No Cash Compensation)

Childhood Cancer Society New York City, NY

Collaborate with the Technology Department, Accelerator, Board of Directors, C-Suite, and other departments (Communications, Art, Video Production) to scale our mission of supporting families with pediatric cancer emotionally and financially, as well as raising funds for safer and more effective treatments.Advise on and brainstorm innovative technologies, such as: The AI-powered Adventure Ted plush companion, designed to address loneliness in hospitalized children and bring companionship and joy during difficult times. The use of AI to algorithmize human bodies and medications, enabling safer and more effective pediatric cancer treatments by modeling their interactions before implementation. Explore opportunities to amplify the reach and utility of the Adventure Ted Coin project, advising on how to build and utilize blockchain technology to further the foundation’s mission and scale our impact. Advise the Adventure Ted Ventures accelerator manager and cohorts regarding roadmap, technological hurdles and software engineering best practices. Participate in our technology department weekly meeting, where members discuss technological issues they’re working through and advisors provide related feedback, recommendations and solutions. Background or expertise in technology with a preference for AI, blockchain, or related field experienced candidates. A passion for using technology to solve real-world problems, particularly those that improve the lives of families battling pediatric cancer.

Compliance Advisor Manager

Capital One New York, NY

Compliance Advisor ManagerCorporate Compliance is seeking a Compliance Advisor Manager to advise Tax Credit Finance and Tax Credit Operations, together, New Market Tax Credits ("NMTC") Program on appl

Best Match

Service Advisor / Inside Customer Service Rep

System One Sayreville, New Jersey

Service Advisor / Inside Customer Service.

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC New York, NY

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to enhance client interactions. Grows by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience. Supported by top VC firms and industry executives. Role: Shape the future of wealth management through a fintech perspective. Manage high-net-worth client relationships and portfolios. Collaborate with Product Development and M&A teams. Develop new client relationships and support business development. Analyze client data and provide comprehensive financial advice. Design and implement long-term investment strategies. Advise on investment, tax, retirement, estate planning, and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and training new staff. Requirements: 10+ years in investment advisory. Active client book. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Passion for ownership and impact. Interest in fintech. Ability to thrive in a fast-paced environment. Nice to have: Experience at a tech company. Analytical or technical degree (BS or MS). Experience with high-net-worth clients. Expertise in financial planning. Proficient with financial planning software. Strong organizational, analytical, and communication skills. Benefits: Top-tier medical, dental, and vision plans. Unlimited PTO and company holidays. Solo 401(k). NYC office with stunning views. Competitive compensation with revenue participation and equity. Office meals and snacks. Teledoc access. Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

This site shares marketing data with Google Ads and is protected by reCAPTCHA and the Google Privacy Policy and Terms apply.

Customer Service Advisor jobs in New York

Work Life Balance

Benefits Advisor

Aflac New York, NY

High salary

BYREDO Client Advisor-Wooster St.

Puig New York, NY

Best Match

Automotive Customer Service Advisor

Icahn Automotive New York, NY

Academic Advisor, Preprofessional Advising - College of Arts & Science

New York University New York, NY

Financial Advisor

Northwestern Mutual New York, NY

Advisor Development Program - Financial Solutions Advisor Trainee: Lenox Gardens Financial Center

Bank of America New York, NY

Automotive Express Service Advisor/Writer

South Shore Chrysler Dodge Jeep Ram of Five Towns New York, NY

Merrill Financial Solutions Advisor - SD Financial Center

Bank of America New York, NY

Merrill Financial Solutions Advisor - Rockefeller Center Office

Bank of America New York, NY

Investment Advisor

Masterworks, LLC. New York, NY

Automotive Customer Service Advisor

Pep Boys Long Island City, NY

Eyewear Customer Service/Sales Advisor

MyEyeDr. New York, NY

Customer Service Advisor

Fausak Tires Baldwin, NY

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Health insurance Paid time off Vision insurance Job SummaryAs a Customer Service Adv

Immediate Start

Private Wealth Advisor (New York)

Capital Group New York City, NY

Technology Advisory Board Member (Course Credit Eligible / Community Service Credit Eligible / Token Incentive Eligible / No Cash Compensation)

Childhood Cancer Society New York City, NY

Compliance Advisor Manager

Capital One New York, NY

Best Match

Service Advisor / Inside Customer Service Rep

System One Sayreville, New Jersey

Service Advisor / Inside Customer Service.

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC New York, NY