Financial Services Account Associate — Growth Path

Russell Tobin; South Jordan (UT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement savings plan

Life and disability insurance

Employee assistance program

Legal support

Vendor discounts

Pet insurance

Job summary

Russell Tobin is seeking an Account Representative in Utah to handle customer service inquiries and support client accounts. Recent graduates with a finance- or economics-related bachelor’s degree are preferred, with internships in banking or customer service a plus.

Strong communication and problem-solving skills are essential. Responsibilities include answering calls, maintaining accurate records, and resolving issues with efficiency.

Qualifications

• Recent grad with a Bachelor (Finance, Accounting, Economics, or related) preferred.
• Experience or internship in banking, financial services, or customer support is highly preferred.
• Strong communication, problem-solving, and organizational skills.
• Preference for candidates with at least one of the following criteria: College Degree

Responsibilities

• Handle incoming phone calls regarding various customer service inquiries on the clients accounts.
• Respond with a high degree of accuracy and efficiency, consistently meeting key department performance metrics.
• Troubleshoot and resolve customer concerns while ensuring a positive experience.
• Maintain detailed and accurate records of customer interactions and transactions.

Skills

Communication

Problem-solving

Organization

Customer service

Education

Bachelor's degree

Job description

Russell Tobin is seeking an Account Representative in Utah to handle customer service inquiries and support client accounts. Recent graduates with a finance- or economics-related bachelor’s degree are preferred, with internships in banking or customer service a plus.

Strong communication and problem-solving skills are essential. Responsibilities include answering calls, maintaining accurate records, and resolving issues with efficiency.