Client Services Associate

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

Top Skills Manager is Looking For: Attention to detail, dependable, service oriented, self-starter who can work in a fast paced environment

The successful candidate will have 1-2 years experience in the financial services or customer service. Prefer a 4 year college degree and an interest in career development.

The New Account Service Professional will field questions related to, but not limited to, document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification. Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act.

Duties may include:

• Engage internal clients via both inbound and outbound phone calls
• Act as initial and ongoing support during account opening and lifecycle of account
• Providing world-class service to internal clients
• Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
• Address issues promptly and effectively
• Ability to maintain success in an evolving environment