Client Relations Associate
1 day ago
We are partnering with a leading financial services company to recruit a Client Relations Associate for a contract-to-hire opportunity.
This role offers a chance to join a global powerhouse in the banking industry, known for its commitment to innovation and client satisfaction. Located in Salt Lake City, this position provides a hybrid work environment after a 30-day onsite training period, with a flexible schedule of 5 days remote and 5 days onsite.
The Client Relations Associate will be at the forefront of delivering exceptional service and support to clients, ensuring their needs are met with professionalism and efficiency. If you're passionate about finance and client service, this role could be your next career step with a leading player in the financial industry.
Responsibilities:
- Review and analyze basic or tactical customer service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
- Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
- Provide information to client personnel in customer service.
Required Qualifications:
2+ years of customer service, financial services, or contact center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
Desired Qualifications:
Series 7 required – MUST BE ACTIVE (or within 6 month window so it may be re-activated quickly)
Brokerage operations experience
Customer service experience
Microsoft Products
Strong verbal/written communication skills
Model:
- 30 days of onsite training
- 5 days on/5 days remote after training is complete
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