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Financial Representative Junior Specialist

1 week ago

South Jordan, Utah, United States Russell Tobin Full time
About Russell Tobin:
Russell Tobin is a leading provider of financial services, committed to delivering exceptional results to its clients. Our team of experts works tirelessly to provide top-notch support and guidance, ensuring our clients' needs are met with precision and care.

We are currently seeking a Financial Representative Junior to join our dynamic team. In this role, you will be responsible for assisting with account-related inquiries, working across multiple systems, and collaborating 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.

The successful candidate will possess a Bachelor's degree in Business, Finance, or Accounting, and proficiency in MS Office (Excel, PowerPoint, Word, Outlook). Previous experience in finance or operations would be beneficial.