Entry-Level Financial Services Associate

Russell Tobin; South Jordan (UT); Hybrid; USD 29,000 - 30,000; Full time

Job summary

Russell Tobin has an opening for an Entry-Level Financial Services Associate in South Jordan, UT. The role supports daily financial operations, responds to inquiries, and helps reconcile unclaimed assets as part of a client services team.

The position starts onsite during training and transitions to a hybrid schedule. Candidates should have strong Excel skills, attention to detail, and solid communication abilities, with entry-level experience considered valuable.

Qualifications

• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Excel and comfort working with data.
• Excellent written and verbal communication skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Interest in financial services, financial operations, or related business functions.
• Previous financial services, operations, or client support experience is a plus, but entry-level candidates are encouraged to apply.

Responsibilities

• Respond to returned mail inquiries and coordinate with clients and internal business teams.
• Manage internal and external inquiries while meeting established service-level agreements (SLAs).
• Gather information from clients and internal stakeholders to resolve outstanding requests.
• Assist with reconciling unclaimed assets and researching discrepancies.
• Support operational projects and process improvements.
• Identify potential issues and escalates concerns to management.
• Use Microsoft Excel and other systems to manage data and maintain accurate records.
• Communicate updates and help ensure daily workflows are completed accurately and on time.

Skills

Attention to detail

Microsoft Excel

Communication skills

Analytical skills

Problem solving

Interest in finance

Entry-level finance experience is a +

Tools

Microsoft Excel

Job description

Location: South Jordan, UT

Pay Rate: $21–$22/hour

Contract: 12 Months, Temp-to-Perm

Schedule: Starts onsite during training, then transitions to a hybrid schedule

About the Role

Russell Tobin’s client is seeking an Entry-Level Financial Services Associate to support daily financial operations, client inquiries, and unclaimed asset reconciliation. This is an excellent opportunity for candidates looking to begin or grow their career in financial services.

What You’ll Be Doing

• Respond to returned mail inquiries and coordinate with clients and internal business teams.
• Manage internal and external inquiries while meeting established service-level agreements (SLAs).
• Gather information from clients and internal stakeholders to resolve outstanding requests.
• Assist with reconciling unclaimed assets and researching discrepancies.
• Support operational projects and process improvements.
• Identify potential issues and escalates concerns to management.
• Use Microsoft Excel and other systems to manage data and maintain accurate records.
• Communicate updates and help ensure daily workflows are completed accurately and on time.

What You Bring

• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Excel and comfort working with data.
• Excellent written and verbal communication skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Interest in financial services, financial operations, or related business functions.
• Previous financial services, operations, or client support experience is a plus, but entry-level candidates are encouraged to apply.

Interview Process

Interviews will be conducted via Zoom with two hiring managers.

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

• eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans)
• supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
• 401(k)-retirement savings
• life & disability insurance
• an employee assistance program
• legal support
• pet insurance
• employee discounts with preferred vendors

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation