Client Services & Account Opening Specialist

ApTask; South Jordan (UT); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services company is seeking a New Account Service Professional in South Jordan, Utah. The successful candidate will provide support for account opening and maintenance, engage with clients via phone calls, and ensure compliance with internal policies. Ideal candidates will have 1-2 years of experience in financial services or customer service, along with a 4-year college degree and a commitment to professional growth.

Qualifications

• 1-2 years experience in financial services or customer service.
• Interest in career development.

Responsibilities

• Engage internal clients through phone calls.
• Provide support during account opening and lifecycle.
• Deliver world-class service to internal clients.
• Build relationships with clients while adhering to policies.
• Address issues promptly in an evolving environment.

Skills

Attention to detail

Dependable

Service oriented

Self-starter

Education

4 year college degree

Job description

A financial services company is seeking a New Account Service Professional in South Jordan, Utah. The successful candidate will provide support for account opening and maintenance, engage with clients via phone calls, and ensure compliance with internal policies. Ideal candidates will have 1-2 years of experience in financial services or customer service, along with a 4-year college degree and a commitment to professional growth.