Finance Specialist

7 days ago


South Jordan, Utah, United States Compunnel Inc. Full time $45,000 - $65,000 per year

Description:

The
Retirement Services Team
provides comprehensive IRA and retirement account support to financial advisors and branch employees. The team handles a wide range of inquiries related to
retirement accounts, products, contributions, distributions, and tax procedures
, while ensuring exceptional service quality and adherence to established policies and procedures.

Primary Responsibilities:

  • Establish and maintain effective relationships to deliver world-class client service.
  • Handle incoming calls and inquiries related to retirement services from financial advisors and branch employees.
  • Utilize various internal and external systems and tools to research and resolve issues.
  • Follow established procedures to route processing requests and escalate cases for further investigation when necessary.
  • Achieve team and departmental service goals as defined by management.

Required Skills:

  • Strong attention to detail and ability to manage multiple tasks effectively.
  • Excellent time management and organizational skills.
  • Proven ability to build and maintain positive client relationships.
  • Creative problem-solving and conflict-resolution skills.
  • Excellent written, verbal, and listening communication abilities.
  • Fast learner with the ability to apply knowledge in diverse situations.
  • Bachelor's degree or a minimum of 2 years of experience in the financial industry.

Desired Skills:

  • Experience with retirement products (preferred but not required).
  • Current or past
    Series 7
    license (preferred but not required).
  • Bachelor's degree strongly preferred.


  • South Jordan, Utah, United States LaSalle Network Full time $35,000 - $54,000 per year

    Lasalle Network is pleased to be partnered with a nationally ranked software company that is seeking aninterim Customer Success Coordinatorto support their sales teamAs an interimCustomer Success Coordinator, you'll collaborate daily with the sales, training, implementation, and finance teams to ensure projects are launched smoothly and efficiently. You'll...


  • South Jordan, Utah, United States CardWorks Servicing Full time

    Join our team - and take the next step in achieving a fulfilling careerWhat We DoAt CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.Who We AreCardWorks, Inc. is a diversified...


  • South Jordan, Utah, United States Merrick Bank Full time $60,000 - $120,000 per year

    Join our team - and take the next step in achieving a fulfilling careerWhat We DoAt CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.Who We Are CardWorks, Inc. is a diversified...

  • Traffic Analyst

    2 weeks ago


    South Jordan, Utah, United States OOCL North America Group Full time $60,000 - $120,000 per year

    Traffic Analyst—Latin America Ocean ShippingOn-site role Mon-Fri (8:30am - 5:00pm)10913 S River Front Parkway Suite 200, South Jordan, UT Call it data analytics, slot controller, shipping analyst, import export specialist, which ever you prefer we call it Traffic Analyst here at OOCL.OOCL is one of the world's largest integrated international container...


  • West Jordan, Utah, United States Parasol Group LLC Full time

    Software Manager (ERP Implementations)About UsParasol Group is a fast-growing portfolio of companies in the nutraceutical and 3PL industries — including Vox Nutrition, ShipCentral, and QSM. We're implementing NetSuite across multiple entities to unify operations, improve efficiency, and leverage data more intelligently. We're looking for a hands-on...

  • Full Time

    2 weeks ago


    South Ogden, Utah, United States Lowes Full time $42,000 - $84,000 per year

    Expand your career possibilities.Thank you for dedicating your time and talent to Lowe's.  We want to give you more opportunities to learn and grow, so if you find a position you're interested in below, we encourage you to applyFind Your Home to More Possibilities.Your Impact at Lowe'sAs a Sales Specialist, you will be one of the first people our customers...


  • South Boston, United States Virginia Department of Human Resource Management Full time

    Finance and Human Resource SpecialistThe Southern Virginia Higher Education Center is currently seeking a qualified individual to fill the position of Finance and Human Resource Specialist. The duties and responsibilities of this position include assisting the Finance and HR Administrator with administration of various finance and human resources related...


  • South Jordan, United States Utah Staffing Full time

    Revenue Cycle SpecialistWe are looking for a Revenue Cycle Specialist to join our Yield Management team! This role is responsible for the reconciliation and posting of all payments received, identify discrepancies and analyze issues to ensure all payments are posted timely. Other responsibilities include managing inventory and system alignment between...

  • Data Entry Specialist

    4 weeks ago


    West Jordan, United States USA Jobs Full time

    Data Entry SpecialistOpening for a Data Entry Specialist seeking a company they can grow in. The right Data Entry Specialist for this role is someone achievement-oriented and focused on their work.The Data Entry Specialist will be over:Entering information into specific fields in Salesforce DatabaseRequesting further information for documents that are deemed...

  • Data Entry Specialist

    4 weeks ago


    West Jordan, United States Utah Staffing Full time

    Data Entry SpecialistOpening for a Data Entry Specialist seeking a company they can grow in. The right Data Entry Specialist for this role is someone achievement-oriented and focused on their work. The Data Entry Specialist will be over:Entering information into specific fields in Salesforce DatabaseRequesting further information for documents that are...

  • Sales Specialist

    4 weeks ago


    South Elgin, United States Home Depot (Retail) Full time

    Sales SpecialistSales Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutionsincluding installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current promotions and financing options. By understanding local...

  • Sales Specialist

    3 weeks ago


    South Plainfield, United States Home Depot (Retail) Full time

    Sales SpecialistSales Specialists help customers bring their project ideas to life by offering a range of product options, providing samples, and recommending solutionsincluding installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current promotions and financing options. By understanding local...


  • South Burlington, VT, United States University of Vermont Health Network Full time

    This position is onsite located at our offices in South Burlington, VT. JOB DESCRIPTION: The Financial Specialist is responsible for the maintenance of the UVM Health Network financial reporting and budgeting software application (Axiom). This includes but is not limited to loading, validating, and distributing financial data and KPIs within the...

  • Data Entry Specialist

    2 weeks ago


    West Jordan, United States Utah Staffing Full time

    Data Entry SpecialistWe are looking for a detail-oriented Data Entry Specialist to accurately input, update, and maintain data in our systems. This role is essential for ensuring data integrity and supporting business operations with timely and precise information.Key ResponsibilitiesEnter and update data in databases and spreadsheets accurately.Verify data...


  • South Jordan, United States Lenmar Consulting Full time

    Contract Company Description Finance Job Description Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject...

  • Financial Specialist

    2 weeks ago


    South Burlington, VT, United States University of Vermont Medical Center Full time

    Building Name: UVMMC - 40 IDX Drive Location Address: 40 IDX Drive, South Burlington Vermont Regular Department: Budget Full Time Standard Hours: 40 Biweekly Scheduled Hours: 80 Shift: Day Primary Shift: 8:00 AM - 4:30 PM Weekend Needs: Other Salary Range: Min $32.70 Mid $40.88 Max $49.05 Recruiter: Abby Luck This position is onsite located at our offices in...