Financial Representative (Open to recent graduates)

Russell Tobin; South Jordan (UT); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions.

Qualifications

• 3+ years of experience in customer service, banking, or financial services.
• Experience supporting client or customer accounts preferred.
• Knowledge of financial accounts, retirement plans, or asset transfers is a plus.
• Ability to manage multiple requests in a fast-paced environment.

Responsibilities

• Provide dedicated support to customers throughout the inheritance and asset transfer process.
• Communicate with customers via phone and email with professionalism, empathy, and transparency.
• Process and follow up on customer service requests to ensure timely completion.
• Set clear expectations and provide consistent updates to customers and beneficiaries.

Skills

Customer service experience

Communication skills

Attention to detail

Organizational skills

Proficiency with Microsoft Office

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Russell Tobin is currently seeking a Financial Representative (CSR) to join a leading financial services organization in South Jordan, UT. This role focuses on supporting customers through the inheritance and asset transfer process, providing high-quality service and guidance during sensitive financial transitions.

This is a great opportunity for professionals with customer service experience in banking, financial services, or brokerage environments who enjoy helping customers and working in a fast-paced, team-oriented environment.

Key Responsibilities

• Provide dedicated support to customers throughout the inheritance and asset transfer process
• Communicate with customers via phone and email with professionalism, empathy, and transparency
• Process and follow up on customer service requests to ensure timely completion
• Set clear expectations and provide consistent updates to customers and beneficiaries
• Deliver excellent service to both internal teams and external customers
• Research and resolve customer inquiries accurately and efficiently
• Document case interactions and manage daily caseload using internal systems
• Ensure compliance with company policies and identity verification procedures

Qualifications

• 3+ years of experience in customer service, banking, or financial services
• Experience supporting client or customer accounts preferred
• Knowledge of financial accounts, retirement plans, or asset transfers is a plus
• Strong written and verbal communication skills
• Excellent attention to detail and organizational skills
• Ability to manage multiple requests in a fast-paced environment
• Proficiency with Microsoft Office Suite

Preferred

• Bachelor’s degree or equivalent experience
• Experience in brokerage, wealth management, or financial operations

If you are interested in joining a reputable financial services organization and growing your career in the industry, apply today!