Financial Representative Junior

2 weeks ago


South Jordan, Utah, United States Russell Tobin Full time
Financial Representative Junior #128313;
Financial Representative Junior
Financial Services
Contract: 12 months (Possible Extension/Perm)
We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Review and approve client requests, ensuring compliance with policies.
Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues.
Bachelor's degree required: concentration in Business, Finance, or Accounting.
~ Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
~ 0-2 years of relevant experience in finance or operations.

Comprehensive healthcare coverage (medical, dental, and vision)
~ 401(k) retirement savings plan to help you build for the future.
~ Life and disability insurance for peace of mind.
~ Employee assistance program, legal support, and much more
~

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