Hybrid Financial Services Associate - Contract-to-Permanent

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

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.