Customer Service Representative

Russell Tobin; Salt Lake City (UT); On-site; USD 29,000 - 30,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Savings

Life Insurance

Disability Insurance

EAP

Job summary

Russell Tobin is assisting a leading Investment Management firm in the Salt Lake City area to hire Customer Service/Account Representatives on a contract basis. The role offers a 6–12 month window with potential conversion to a full-time position.

Responsibilities include client-facing support, daily account operations, data validation across internal systems, cross-team collaboration for reporting and compliance, and participating in process improvements within the operations team.

Qualifications

• Bachelor’s degree is a plus or similar experience
• Customer Support or Call Center experience (if not college graduated)
• Exceptional attention to detail and ability to multitask in a fast-paced environment
• Excellent written and verbal communication skills
• A proactive, team-oriented mindset with the ability to learn quickly

Responsibilities

• Provide client-facing support, addressing inquiries with professionalism and attention to detail
• Support day-to-day account operations, including account transactions and reconciliations
• Assist with processing, validating, and maintaining financial data across internal systems
• Collaborate with internal teams (Operations, Finance, Sales) to ensure accurate reporting and compliance
• Participate in special projects and contribute to process improvements within the operations team

Education

Bachelor’s degree is a plus OR similar experience

Job description

Customer Service Representative – Open to Recent Grads or related experience!

Location: SLC area

Pay Rate: $21–$22/hour

Contract: 6-12 months contract, possible to convert

A leading Investment Management firm in the SLC area, is seeking motivated individuals to join their team as Customer Service/Account Representatives. This is a contract opportunity with possibility to convert, offering the chance to launch your career with a globally recognized firm.

Responsibilities:

• Provide client-facing support, addressing inquiries with professionalism and attention to detail
• Support day-to-day account operations, including account transactions and reconciliations
• Assist with processing, validating, and maintaining financial data across internal systems
• Collaborate with internal teams (Operations, Finance, Sales) to ensure accurate reporting and compliance
• Participate in special projects and contribute to process improvements within the operations team

Qualifications:

• Bachelor’s degree is a plus OR similar experience
• Customer Support OR Call Center experience (if not college graduated)
• Exceptional attention to detail and ability to multitask in a fast-paced environment
• Excellent written and verbal communication skills
• A proactive, team-oriented mindset with the ability to learn quickly

Why Apply?

• Get your foot in the door with a top Investment Management firm
• Build valuable experience in financial products and client service
• Opportunity to grow into a long-term, full-time role

Russell Tobin offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision insurance
• Accident, critical illness, and hospital indemnity coverage
• 401(k) retirement savings planLife and disability insurance
• Employee Assistance Program (EAP)
• Legal assistance
• Auto and home insurance discounts
• Employee discount programs with preferred vendors

Pride Global and its affiliates are Equal Opportunity Employers. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, national origin, ancestry, disability, genetic information, marital status, sex, gender identity or expression, age, sexual orientation, veteran or military status, or any other characteristic protected under applicable federal, state, or local law.

Pride Global and its affiliates are Fair Chance Employers. We consider qualified applicants with criminal histories in accordance with applicable federal, state, and local Fair Chance laws and ordinances, including the California Fair Chance Act where applicable.

Reasonable Accommodations

We are committed to providing reasonable accommodations to qualified applicants and employees with disabilities. If you require an accommodation during the application or interview process or to perform the essential functions of this role, please let us know.

San Francisco Applicants:

In accordance with the San Francisco Lactation in the Workplace Ordinance, eligible employees will receive written notice regarding lactation accommodation rights upon hire and in other circumstances as required by law.