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Account Representative
4 months ago
Job Title: Account Representative
Location: South Jordan, Utah
Model: Hybrid
Pay Range: $20.00-22.00/hour
Job Description:
Are you passionate about finance and committed to delivering exceptional client service? We are seeking a dynamic and driven Account Representative to join one of the biggest Financial Companys in the country. As an Account Representative, you will play a pivotal role in managing client accounts and fostering strong relationships.
Key Responsibilities:
- Build and maintain strong relationships with clients by understanding their financial needs, providing personalized assistance, and offering tailored solutions.
- Handle incoming phone calls from clients regarding various service inquiries on the Company accounts.
- Collaborate closely with internal teams, including financial advisors, analysts, and support staff, to deliver seamless and integrated financial solutions to clients.
Qualifications:
- Bachelor's degree is preferred, but NOT required if you have equivalent experience.
- Previous experience in a client-facing role within the financial services industry preferred.
- Strong communication, interpersonal, and problem-solving skills.
- Knowledge of financial products, services, and investment strategies.
- Ability to work independently, prioritize tasks, and meet deadlines.
- Proficiency in Microsoft Office Suite and CRM software.
Join our team and embark on a rewarding career where you can make a meaningful impact on clients' financial well-being while advancing your professional growth in the financial industry. Apply now and become part of our dedicated team of financial professionals in South Jordan, UT.
