Financial Services Associate

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

Benefits offered by this job

Competitive pay + benefits

Opportunity to convert to a permanent role

Job summary

A leading financial institution is seeking a Financial Services Associate for an entry-level role in South Jordan, UT. This hybrid position offers support for client accounts, ideal for recent graduates or early-career professionals. You'll engage with clients via phone and chat, troubleshoot issues, and document interactions. Join a respected firm and take your first step toward a career in financial services with opportunities for permanent placement.

Qualifications

• Recent graduates or early-career professionals welcome.
• 6 months–2 years of relevant experience preferred.
• Candidates must be located in or near South Jordan, UT.

Responsibilities

• Respond to client account inquiries via phone, email, or chat.
• Troubleshoot account or service issues effectively.
• Document client interactions clearly in internal systems.
• Collaborate with internal teams to resolve complex client concerns.
• Monitor performance metrics to enhance client experience.

Skills

Strong communication

Problem-solving

Organizational skills

Customer service experience

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Job description

Overview

Financial Services Associate – Entry Level | South Jordan, UT (Hybrid). South Jordan, UT (Hybrid – 3 days onsite). 6–12 month contract, potential to convert. Kickstart your career in financial services! We’re seeking Financial Services Associates to support client accounts at a top investment banking firm. This is a great opportunity for recent graduates or early-career professionals to gain hands-on experience.

What You’ll Do

• Respond to client account inquiries via phone, email, or chat with accuracy and professionalism
• Troubleshoot account or service issues and provide effective solutions
• Document client interactions clearly in internal systems
• Collaborate with internal teams to resolve complex client concerns
• Monitor performance metrics and contribute to a positive client experience

What We’re Looking For

• Bachelor’s degree in Business, Finance, Economics, or related field (recent grads welcome)
• 6 months–2 years of relevant experience (internships count!)
• Strong communication, problem-solving, and organizational skills
• Customer service or contact center experience preferred
• Candidates must be located in or near South Jordan, UT

Why Join Us

• Build your career with a top financial institution
• Opportunity to convert to a permanent role
• Competitive pay + benefits through Pride Global

Apply today and take your first step toward a rewarding career in financial services!

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Customer Service

Industries

• Financial Services, Banking, and Investment Banking