Financial Customer Service Representative at Tailored Management in Salt Lake City, Utah

Posted in Other about 4 hours ago.

Type: full-time





Job Description:

Position: Financial Customer Service Representative

Location: 680 West 10000 South, South Jordan, UT 84095

Set Up: Fully Remote for Training then On-Site.

Pay Rate: $21.99 per Hour

Contract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*

Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!

Target Start Date: 10/21/2024, *upon completion of new hire onboarding.

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Description
  • In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
  • This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.

Responsibilities
  • Client Support Service Professionals handle incoming phone calls regarding various service inquiries on client accounts.
  • Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
  • Functional support areas include client's Cash Management products and services, **** Online (client website) and Mobile app, and general account or financial related inquiries.
  • Successful applicants will be highly professional, career driven, and committed to World-Class Service.

Skills
  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center.

Education and Other Requirements
  • College Degree Preferred or High School Diploma.
  • Experience in financial service center or Call center experience is required.
  • Proficiency in Microsoft Word and Outlook programs.

Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information
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