Account Representative

Russell Tobin; South Jordan (UT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement savings plan

Life and disability insurance

Employee assistance program

Legal support

Vendor discounts

Pet insurance

Job summary

Russell Tobin is seeking an Account Representative in Utah to handle customer service inquiries and support client accounts. Recent graduates with a finance- or economics-related bachelor’s degree are preferred, with internships in banking or customer service a plus.

Strong communication and problem-solving skills are essential. Responsibilities include answering calls, maintaining accurate records, and resolving issues with efficiency.

Qualifications

• Recent grad with a Bachelor (Finance, Accounting, Economics, or related) preferred.
• Experience or internship in banking, financial services, or customer support is highly preferred.
• Strong communication, problem-solving, and organizational skills.
• Preference for candidates with at least one of the following criteria: College Degree

Responsibilities

• Handle incoming phone calls regarding various customer service inquiries on the clients accounts.
• Respond with a high degree of accuracy and efficiency, consistently meeting key department performance metrics.
• Troubleshoot and resolve customer concerns while ensuring a positive experience.
• Maintain detailed and accurate records of customer interactions and transactions.

Skills

Communication

Problem-solving

Organization

Customer service

Education

Bachelor's degree

Job description

We’re seeking an Account Representative with 6 to 2 years of experience (including internships) to join the team of a leading investment banking firm.

Ideal Candidate

• Recent grad with a Bachelor (Finance, Accounting, Economics, or related) preferred.
• Experience or internship in banking, financial services, or customer support is highly preferred.
• Strong communication, problem-solving, and organizational skills.
• Preference for candidates with at least one of the following criteria: College Degree

What You’ll Do

• Handle incoming phone calls regarding various customer service inquiries on the clients accounts.
• Respond with a high degree of accuracy and efficiency, consistently meeting key department performance metrics.
• Troubleshoot and resolve customer concerns while ensuring a positive experience.
• Maintain detailed and accurate records of customer interactions and transactions.

Why Join Us?

Gain valuable experience with a leading financial institution. Work in a fast-paced, team-oriented environment that values career growth and professional development. Plus, there’s a possibility to convert to a permanent position after 6 months!

• Comprehensive healthcare (medical, dental, and vision).
• Additional benefits: accident, critical illness, and hospital indemnity insurance.
• 401(k) retirement savings plan to secure your future.
• Life and disability insurance for peace of mind.
• Employee assistance program and legal support.
• Discounts with preferred vendors — even pet insurance!

Apply now to advance your career with a leading banking firm and grow into your next role!