Junior Financial Services Associate - Hybrid - Temp-to-Perm

Russell Tobin; South Jordan (UT); Hybrid; USD 29,000 - 30,000; Full time

Job summary

Russell Tobin has an opening for an Entry-Level Financial Services Associate in South Jordan, UT. The role supports daily financial operations, responds to inquiries, and helps reconcile unclaimed assets as part of a client services team.

The position starts onsite during training and transitions to a hybrid schedule. Candidates should have strong Excel skills, attention to detail, and solid communication abilities, with entry-level experience considered valuable.

Qualifications

• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Excel and comfort working with data.
• Excellent written and verbal communication skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Interest in financial services, financial operations, or related business functions.
• Previous financial services, operations, or client support experience is a plus, but entry-level candidates are encouraged to apply.

Responsibilities

• Respond to returned mail inquiries and coordinate with clients and internal business teams.
• Manage internal and external inquiries while meeting established service-level agreements (SLAs).
• Gather information from clients and internal stakeholders to resolve outstanding requests.
• Assist with reconciling unclaimed assets and researching discrepancies.
• Support operational projects and process improvements.
• Identify potential issues and escalates concerns to management.
• Use Microsoft Excel and other systems to manage data and maintain accurate records.
• Communicate updates and help ensure daily workflows are completed accurately and on time.

Skills

Attention to detail

Microsoft Excel

Communication skills

Analytical skills

Problem solving

Interest in finance

Entry-level finance experience is a +

Tools

Microsoft Excel

Job description

Russell Tobin has an opening for an Entry-Level Financial Services Associate in South Jordan, UT. The role supports daily financial operations, responds to inquiries, and helps reconcile unclaimed assets as part of a client services team.

The position starts onsite during training and transitions to a hybrid schedule. Candidates should have strong Excel skills, attention to detail, and solid communication abilities, with entry-level experience considered valuable.