Jobs in Farmingdale

LOCATION: Melville, In-Office, 5 days a week

 Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 JOB OVERVIEW:

The Administrative Assistant is responsible for providing administrative support to the company to ensure the efficient functioning of the office. Primary responsibility is to sort, process and distribute all incoming mail which includes preparing mail for bulk scanning into an electronic business application. Additional duties include back up receptionist for all incoming calls and ensuring that calls are correctly forwarded. This position provides basic training for someone new to the industry and offers opportunities for promotion.

• Identification, processing and distribute all incoming electronic mail.
• Reception backup – Answering telephones, routing calls to appropriate parties and greeting visitors.
• Support Commercial Insurance, Personal Insurance and Benefits teams.
• Assists with other related clerical duties such as photocopying, faxing, filing, collating and scanning documents.
• Processing outgoing mail including USPS and FedEx.
• Order office supplies and maintain inventory and organization of supply room and kitchen.
• Contributes to a team effort by assisting in other related areas as needed.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.

Skills & Qualifications:

• High school diploma.
• Minimum of 1-year administrative support experience required.
• Excellent phone, written and interpersonal skills.
• Must have experience working in multiple computer systems in addition to proficiency in Microsoft Office.
• Experience with Sales Force is a +\
• Ability to learn new technology and systems.
• Experience with use of office machines such as multi-line phone systems, fax/copier/scanner and mail machine are a plus.
• Professional appearance and demeanor
• Good customer service skills; tactfulness and consideration in dealing with a diverse group of people and personalities.
• Ability to multitask in a fast-paced environment with minimum supervision.
• Desire to advance career within our organization

COMPENSATION: 

The national average hour rate for this role is $27.75 - $28.20 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

Job Title: Environmental Field Technician

Starting Pay: $20-$25/hr

Location: Lindenhurst, NY 11757

Responsibilities:

• Cleans and scrapes the inside, and assists with the removal of, underground chemical storage tanks; prepares waste for proper disposal
• Provides demolition labor of contaminated buildings and land sites; operates excavation and filer press equipment
• Operates small hand tools and provides other construction-related assistance during projects
• Decontaminates Company equipment and tools
• Loads, unloads and samples drums; responds to emergency spills as needed

Manager Notes

• This is someone that is willing to get dirty and work hard, they will be both indoors and outdoors for projects
• Will be traveling to both Commercial and Industrial sites
• They do not need to have experience however they would prefer someone who did
• If they do not have any environmental experience the pay starts at $20/hr
• There are competitors in the area - Clean Harbors, Clean Earth, Veolia, Republic

Field Services Technician I

As a Field Services Technician I you will be responsible for providing field work support on site-specific jobs to meet the goals of the project in a safe and conscientious manner while generating value and satisfaction to internal and external customers.

• Prioritizes health and safety by adhering to policies, processes, and maintaining safe practices at all times
• Prepares necessary supplies, tools, and other equipment for transport to worksite
• Cleans and scrapes the inside, and assists with the removal of, underground chemical storage tanks; prepares waste for proper disposal
• Provides demolition labor of contaminated buildings and land sites; operates excavation and filer press equipment
• Operates small hand tools and provides other construction-related assistance during projects
• Decontaminates Company equipment and tools
• Loads, unloads and samples drums; responds to emergency spills as needed
• Maintains the ability to travel up to 50% of the time to project sites
• Takes on additional duties as assigned to support the team and organization

Education

- High-school diploma or equivalent (required)

Experience

• Valid Driver’s License (preferred)
• *Due to the potential exposure to atmospheres/waste/materials, this position requires individuals to be clean shaven at all times in order to wear a respirator for protection.

Join our Advanced Technology team at our Melville innovation hub as an Associate Scientist. In this role, you will contribute to the cutting-edge screening of new ingredients and biological complexes. You will be part of a team dedicated to generating the high-quality data that powers our product claims and clinical benefits, working in a fast-paced environment that values scientific curiosity and collaborative excellence.

Responsibilities

• Maintain and prepare skin cell lines and other various cell types for critical biological testing.
• Perform bench-top experiments and analytical measurements to screen new ingredients for biological activity.
• Conduct both laboratory and information-based research to support key scientific platforms and ingredient portfolios.
• Ensure the maintenance and operation of laboratory equipment

What You'll Bring

• Bachelor’s degree in Biology, Bioengineering, Biochemistry, or a closely related scientific field.
• Hands-on experience with cell culture and standard biological assays in either an academic or professional research setting.
• Prior experience specifically working with skin cells or dermatological research. (Preferred)

Compensation and Benefits for you

• Pay Rate: $30.00/hr.
• Schedule: Standard business hours (Monday–Friday, 8:30 AM – 5:00 PM) providing a consistent 40-hour work week.
• Environment: Work at our premier R&D facility in Melville, NY, alongside leading experts in the cosmetics and skincare industry.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Position: Maintenance Supervisor

Department: Maintenance

Reports to: Maintenance Manager

About the Company:

Water Lilies Food, LLC is a private equity-backed manufacturer and distributor of premium Asian-inspired food.Established for 30 years, the company moved in 2020 to a new state-of-the-art facility in Bay Shore, NY (Suffolk County Long Island) and is experiencing rapid growth. We are developing and supplying product for some of the leading retailers, wholesalers, and branded Asian-appetizer businesses. Our Vision is to be the preferred supplying partner of premium Asian-inspired food.We achieve this by living up to our Mission to deliver our products and services with attention to detail, a continuous improvement mindset, agility, and authenticity. Our culture is a place where employees can have a meaningful impact on the business and organization. We work collaboratively and humbly strive to get better every day while being respectful of all talents and backgrounds. The company is embarking on another major expansion project and is expecting to more than double the business in the next 3-5 years.

Job Summary:

The Maintenance Supervisor reports directly to the Senior Maintenance Manager. The individual is responsible for being the liaison between the Maintenance Manager and the Maintenance Crew with collaboration with the Maintenance Planner and PM schedule. The Maintenance Supervisor is also responsible for interacting with and supporting plant personnel, enforcing all maintenance procedures, executing, and maintaining all employee safety policies, manufacturing safety policies and associated administrative policies. The Maintenance Supervisor is expected to be a role model for the company culture. Participates as a functional maintenance department and is a driving force to coordinate with the supervisors on other shifts and other departments.

Responsibilities:

• Directs maintenance personnel to ensure that all systems operate at their highest capability to meet required production schedules, quality, costs and schedule priorities
• Improves reliability, maintenance, and processing methods to reduce cost and avoid loss of production because of equipment malfunction or failure time.
• Determines equipment capabilities, safety, and operational condition in coordination with the other Supervisors and technicians.
• Develop preventative maintenance procedures that are cost effective and increase the operational life of the equipment.
• Seek and implement continuous improvement of the process through equipment improvement modifications.
• Assist in the development of the system and operational standards and corrective actions.
• Develops, implements, and reviews regularly, site-specific maintenance logs for department.
• Coordinates, arranges, and supervises, or provides for the completion of corrective and preventive maintenance in accordance with company operating procedures, practices and financial considerations.
• Provide maintenance training to include the effective utilization of the maintenance logs, completion of routine maintenance specific to facility, equipment operations and support.
• Assists workers in diagnosing malfunctions in machinery and equipment.
• Studies production schedules and estimates worker hour requirements for completion of job assignment.
• Assist with preparing requisitions to determine the number of spare parts to be kept in inventory.
• Ensure that equipment and facilities are maintained in a safe, operable condition and/or arrange for replacement/upgrades.
• Establishes procedures and contacts to ensure timely repairs of equipment.
• Directs workers in electrical, electronic, mechanical, hydraulic, and pneumatic, and utility systems maintenance and repair of machinery and equipment.
• Director of workers engaged in dismantling, assembling, and installing industrial machinery.
• Analyzes production downtime reports, determines opportunities, and initiates action plans to increase efficiency
• Assist with the supervision of Maintenance staff including but not limited to performance management and employee development, etc.
• Communicate with outside agencies i.e. contractors, equipment suppliers, technical consultants and vendors.
• Continuous and close coordination with the Maintenance Manager, other Maintenance Supervisor(s), other Team Members, and Human Resources

Requirements / Competencies:

• Stays organized in businesses with robust PM schedules and continuous work requests
• Communicates clearly and often with contractors, maintenance staff, and executives
• Adheres to budget requirements in making purchasing decisions
• Thinks ahead about tasks that must be completed next to provide exceptional administrative support
• Strong analytical and problem-solving skills, and excellent interpersonal skills, including good oral and written communication skills, and previous experience using computers
• Proficient to excellent knowledge of MS Office and CMMS Systems
• Must be able to use, or learn to use, the equipment and tools used to perform the job
• Must be able to perform all job functions safely
• Must meet the company standards for the job
• Must be able to follow instructions
• Must be able to understand and follow all written SOP’s
• Must be able to understand SDS (Safety Data Sheets)
• Must be able to work the scheduled / assigned times and required overtime for the position
• Must be able to stand and walk for extended periods of time
• Must be able to lift 50 lbs.
• Flexible working hours are highly desirable
• Bilingual (English/Spanish) highly desirable

Physical Requirements:

The employee will occasionally move within the office to access office machinery, file cabinets, and collaborate with colleagues. Consistent use of office equipment, such equipment may include but not limited to computers, phones, printers, and copiers. The employee will be required to frequently communicate with both internal staff members as well as external parties or customers and must be able to convey accurate information. This job description reflects management’s assignment of essential functions; it does not exclude or restrict the tasks that may be assigned. This job description is subject to change based on company needs as expressed by management.

INSURANCE
- PROPERTY & CASUALTY Associate OR AVP Underwriting Manager -Property and Casualty INSURANCE – Middle Markets opening Melville, Long Island NY.

Insurance Carrier expansions in Long Island.

Manage a team of skilled Property & Casualty production Underwriters as well as a team.

You will be expected to travel as necessary to support the needs of the team and to cultivate key broker relationships.

This is a critical role in driving an engaging team culture.

This role requires a strong technical, staff development and sales execution mindset.

Ideal candidate has 5+ to 7 years Underwriting experience as well as 3+ years of Underwriting Management experience.

Salary up to $190k DOE + benefits.

(DC13081)

Job Description

Position: Sanitation Supervisor

Department: Sanitation

Reports to: Plant Manager

About the Company:

Water Lilies Food, LLC is a private equity-backed manufacturer and distributor of premium Asian-inspired food. Established for 30 years, the company moved in 2020 to a new state-of-the-art facility in Bay Shore, NY (Suffolk County Long Island) and is experiencing rapid growth. We are developing and supplying product for some of the leading retailers, wholesalers, and branded Asian-appetizer businesses. Our Vision is to be the preferred supplying partner of premium Asian-inspired food. We achieve this by living up to our Mission to deliver our products and services with attention to detail, a continuous improvement mindset, agility, and authenticity. Our culture is a place where employees can have a meaningful impact on the business and organization. We work collaboratively and humbly strive to get better every day while being respectful of all talents and backgrounds. The company is embarking on another major expansion project and is expecting to more than double the business in the next 3-5 years.

Job Summary:

The Sanitation Supervisor is responsible for leading the implementation and execution of the Water Lilies Sanitation Program throughout the manufacturing plant.

Responsibilities:

• Participate in the yearly audit and assist in the development of procedures and corrective actions.
• Maintain and develop cleaning standards that define time to clean by equipment-Sanitation sequencing.
• Manage and oversee Clean in Place system and clean out of Place system
• Analyze data and trends, develop actions based on data.
• Oversee and lead the implementation of operational standards
• Provide leadership and training for sanitation and production personnel to complete production line and facility sanitation as required by the Master Sanitation Schedule, Daily Tasks, Maintenance Work Schedule, and Production Schedule.
• Technical liaison between factory personnel and sanitation chemical supplier,
• Create a safe working environment for personnel working in sanitation, maintain chemical safety procedures and MSDS’s, work with chemical suppliers to provide chemical handling training, provide leadership in enhancing chemical training beyond what chemical supplier provides, and meet all requirements
• Create a structured, orderly chemical storage and sanitation supply area in the factory.
• Ensure compliance with the Global Cleaning and Sanitation Manual
• Initiate and execute cleaning verification and validation programs to prove effectiveness of Sanitation program.
• Partner with business leaders on implementation of process improvement
• Manage and evaluate the Sanitation staff including but not limited to performance management and employee development, etc.
• Develop and manage the department’s operating budget.
• Responsible for supporting and providing training for employees.
• Accountable for monitoring safety of employees.
• Accountable for the scheduled routine and periodic sanitation cleaning within the plant and the grounds of the property.
• Responsible to create and assign the sanitation schedule plan to the sanitation team and provide direction.
• Other duties as assigned.

Requirements / Competencies:

• Experience in manufacturing or supervisory experience is required.
• Certified Sanitarian or ASQ Certified Quality Engineer preferred.
• Knowledge in HACCP, Microbiology, Sanitation, Chemical Safety, Pest Control, and Quality Systems.
• Understand and comply with government regulations relating to OHSA, FDA, USDA, and EPA.
• Strong leadership, technical, communication and interpersonal skills required along with attention to detail.
• Knowledge of quality or production systems, procedures, & policies. Handle multiple assignments, develop work plans, & prioritize.
• High trust individual, who works well independently with minimal oversight

Work Environment & Schedule:

This position is considered a Manufacturing plant environment with heavy machinery and equipment. Additionally, this role requires working overnight shifts, weekends, and all required overtime as needed. It requires 80% of time on the production floor, ability to lift, squat, push, pull, etc. to inspect machinery and equipment.

Physical Requirements:

The employee will occasionally move within the office to access office machinery, file cabinets, and collaborate with colleagues. Consistent use of office equipment, such equipment may include but not limited to computers, phones, printers, and copiers. The employee will be required to frequently communicate with both internal staff members as well as external parties or customers and must be able to convey accurate information. This job description reflects management’s assignment of essential functions; it does not exclude or restrict the tasks that may be assigned. This job description is subject to change based on company needs as expressed by management.

Property and Casualty INSURANCE
- Underwriter OR Underwriter Specialist for Property and Casualty INSURANCE – Middle Markets opening Melville, Long Island NY.

Insurance Carrier expansion in Long Island.

Develop and maintain relationships with brokers, partners and customers across all industries in support of business objectives; leverage your P&C underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business; work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry.

Ideal candidate has 2-5+ years of Underwriting experience.

Salary up to $140,000 DOE + Benefits (13080)

Executive Assistant to the CEO / Senior Executive Operations Manager

Who We Are

Located in Melville, New York, Gerber Tours is a leading provider of high-quality Student travel programs. Our mission is to expertly create travel and performing arts programs that educates and inspires students, ignites their passions, and creates impactful lifelong memories. As the parent organization to American Classic Tours & Music Festivals, My Dance Dreams, and Contemporary Tours, we execute a vision of forever changing how every student sees the world around them.

We work in a fun, friendly and flexible environment filled with people who work diligently to make sure every program is unique and life-changing for our traveling students and educators. Our commitment to our culture and team members is just as important as our commitment to offering immersive, educational and inspiring opportunities for students. Gerber Tours is led by a seasoned executive team with decades of experience in the travel industry, demonstrating the strength of our culture, leadership stability, and long-term investment in our organization. Gerber Tours provides continuous learning opportunities and career growth for employees.

Job Description

Are you energized by bringing order to complexity and turning ideas into action?

Gerber Tours is seeking a highly capable Executive Assistant to the CEO / Senior Executive Operations Manager to serve as a true force multiplier for our CEO. This is not a traditional administrative role. This position is for someone who thrives on ownership, judgment, and follow-through—and who wants to play a central role in how the company operates day to day.

In this role, you will run the operating system of the CEO’s office: managing priorities, protecting time, ensuring follow-through on key initiatives, and acting as a trusted partner in execution. You’ll work closely with leadership, manage communication flow, and make sure that what gets discussed actually gets done. This role is ideal for a senior-level executive assistant or operations-minded professional who enjoys being in the center of the action and is ready to take on meaningful responsibility.

Work Location:

• This position is fully in-office for the first six months. After six months, the role is eligible for one remote day per week, in alignment with company policy.

Key Responsibilities:

Executive & Calendar Management

• Own and manage the CEO’s calendar, ensuring priorities, meetings, travel, and focus time are aligned with company goals.
• Evaluate, prioritize, and anticipate scheduling needs, conflicts, and follow-ups to keep the CEO operating at peak effectiveness.
• Anticipate scheduling conflicts, preparation needs, and follow-ups before they become issues.

Inbox & Communication Management

• Manage the CEO’s inbox and communication flow, including prioritization, drafting responses, and tracking follow-ups.
• Serve as a key liaison between the CEO and internal and external stakeholders with professionalism and discretion.

Meeting & Travel Support

• Prepare meeting materials, attend select meetings, capture decisions and action items, and drive follow-through.
• Coordinate domestic and international travel and manage expense reporting for the CEO and Executive Team.

Execution, Follow-Through & Accountability

• Track and drive execution of CEO-led initiatives, ensuring commitments are met and priorities stay on schedule. (e.g., quarterly employee assessments).
• Maintain visibility into deadlines, deliverables, and leadership accountability across the organization.

Operations & Administrative Excellence

• Maintain organized records, files, and documentation while supporting leadership meetings, company events, and special projects.
• Identify and implement improvements to workflows, communication, and operational efficiency while handling sensitive information with discretion.

Qualifications:

• 5+ years of experience supporting a senior executive, founder, or CEO in a fast-paced environment.
• Proven ability to manage complex calendars, competing priorities, and high-volume communication.
• Strong judgment and the confidence to prioritize, push back, and make recommendations when appropriate.
• Demonstrated experience tracking initiatives and ensuring follow-through without being asked.
• Exceptionally organized, detail-oriented, and reliable.
• Strong written and verbal communication skills.
• High level of discretion, emotional intelligence, and professionalism.
• Comfortable working in-office and being a visible presence within the organization.
• Experience in operations, project coordination, or a Chief of Staff–adjacent role is a plus.

Salary Range: $85,000 – $110,000

What Success Looks Like in This Role:

• The CEO’s days are organized, intentional, and focused on the highest-impact work.
• Meetings lead to clear action and consistent follow-through.
• Initiatives don’t stall after being discussed.
• Communication is streamlined, priorities are clear, and execution improves across the organization.
• The CEO gains meaningful leverage, clarity, and bandwidth.

8465 - RACEWAY, NY

Position Purpose: Associates in Store Support positions are responsible for a variety of non-sales functions. This may include ensuring an outstanding customer order fulfillment experience, assisting customers in the lot or providing administrative services. Direct customer or vendor interaction is sometimes required for these positions. Whether directing customers to store departments or merchandise, answering customer questions on product order status, handling cash management or program compliance, these positions play a critical role in ensuring the highest level of customer satisfaction. Individuals in these positions must work cooperatively with other Associates, vendors, carriers, and productively with little/some supervision, be detail-oriented, and have proven time management skills. They must demonstrate a high level of integrity at all times, respond to operational concerns of all associates and remain focused on store specific business objectives while supporting key operational responsibilities. Specific positions may include: Office Associate, Order Fulfillment Associate, Lot Associate, and Customer Service Representative.

WESTBURY, NY

Auto req ID_BR: 78089BR

Job Type: Store Support

Auto req ID: 200087674

Pay Range: $17.50 - $19.50

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

Partner with all roles on branch team to ensure all clients have a positive in-branch experience

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred

Basic understanding of investment and financial planning strategies preferred

Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Bachelor's/University degree or equivalent experience