Jr. Financial Representative

Russell Tobin; South Jordan (UT); On-site; < USD 1,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) retirement savings

Employee assistance program

Legal support and insurance options

Employee discounts with preferred vendors

Job summary

A leading financial services firm in South Jordan is seeking a Jr. Financial Representative. You will support clients with their brokerage accounts and manage financial inquiries. Ideal candidates should have a college degree or relevant experience, strong communication skills, and the ability to thrive in a fast-paced environment. We offer competitive pay and comprehensive benefits.

Qualifications

• Bachelor’s degree or relevant contact center experience preferred.
• Strong communication and problem-solving skills required.
• Ability to maintain professionalism and multi-task in a busy environment.

Responsibilities

• Handle inbound calls regarding brokerage accounts and financial inquiries.
• Provide solutions while meeting department performance metrics.
• Support clients with Cash Management products and online platforms.
• Collaborate in a team-oriented environment.
• Adapt to change and manage multiple priorities.

Skills

Strong problem-solving skills

Communication skills

Ability to multi-task

Professionalism under pressure

Education

College Degree or previous contact center experience

Job description

Jr. Financial Representative (recent grads are welcome)

Base pay range: $21.99/yr - $22.00/yr

Pride Global 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, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Are you passionate about delivering world‑class service in the financial industry? Join our team as a Financial Representative Jr., where you’ll support clients with their brokerage accounts and financial service needs.

What You’ll Do:

• Handle inbound calls from clients regarding brokerage accounts and financial inquiries.
• Provide accurate and efficient solutions while consistently meeting department performance metrics.
• Support clients with Cash Management products, brokerage online platforms, and mobile app services.
• Collaborate in a fast‑paced, team‑oriented environment.
• Adapt quickly to change while managing multiple priorities in a busy financial service center.

What We’re Looking For:

• College Degree, bachelor’s OR previous contact center experience (financial services experience preferred).
• Strong problem‑solving and communication skills.
• Ability to multi‑task and remain professional under pressure.
• Career‑driven and committed to delivering exceptional client experiences.

Why Join Us?

✔ Opportunity to grow in the financial services industry.

✔ Professional, supportive, and collaborative team environment.

✔ Competitive pay and benefits.

📩 Ready to take the next step in your career? Apply now and become part of a leading team in the financial industry!

South Jordan, UT