Client Accounts Specialist — Financial Services

Russell Tobin; South Jordan (UT); On-site; USD 57,308,000 - 65,904,000; Full time

Benefits offered by this job

Healthcare

401(k) Plan

Life Insurance

Disability Insurance

EAP

Legal Support

Auto & Home Insurance

Pet Insurance

Employee Discounts

Job summary

Pride Global is seeking a motivated candidate to join our client service team in South Jordan, UT. This entry to mid-level role focuses on supporting clients and internal operations in a fast-paced financial services environment.

The ideal candidate will have strong communication skills, data-entry accuracy, and the ability to manage multiple priorities while delivering high-quality service to clients.

Qualifications

• Bachelor's or Associate's degree preferred.
• Strong communication and interpersonal skills.
• Excellent organizational and time management abilities.
• Proficiency in Microsoft Office and web-based applications.
• Ability to multitask in a fast-paced environment.
• Strong attention to detail and problem-solving skills.
• Customer-focused mindset with the ability to build professional relationships.

Responsibilities

• Serve as the primary point of contact for client inquiries and account-related requests.
• Build and maintain strong client relationships through professional communication.
• Process account updates and ensure accurate data entry and documentation.
• Assist with account maintenance and operational support.
• Coordinate with internal teams to resolve client issues in a timely manner.
• Monitor account activity and ensure compliance with company policies and procedures.
• Maintain accurate records and provide regular status updates.
• Deliver excellent customer service while managing multiple priorities.

Skills

Strong communication

Customer service

Relationship building

Education

Bachelor's or Associate's degree

Tools

Microsoft Office

Job description

Pride Global is seeking a motivated candidate to join our client service team in South Jordan, UT. This entry to mid-level role focuses on supporting clients and internal operations in a fast-paced financial services environment.

The ideal candidate will have strong communication skills, data-entry accuracy, and the ability to manage multiple priorities while delivering high-quality service to clients.