Customer Support Representative at Russell Tobin in South Jordan, Utah

Posted in Other about 3 hours ago.

Type: full-time





Job Description:

Our client a large Investment Management firm based in the South Jordan area is currently looking for a Custome Support professional to begin working right away!

Pay Rate Range: $20-22/hour

Contract: 6-12 months contract (possibility to convert)

Key Responsibilities:
  • Provide customer support for financial transactions and processes
  • Assist with processes tasks for client accounts
  • Manage and track client inquiries related to fund operations and transactions
  • Support the processing of fund subscriptions, redemptions, and other financial transactions
  • Address and resolve discrepancies or issues in transaction processing
  • Maintain accurate records and documentation for all financial activities
  • Coordinate with internal teams to ensure smooth operations and timely delivery of client services

Qualifications:
  • Preferred: Recent graduates in Accounting, Finance, Economics, or a related field (0-2 years of experience)
  • Mandatory: High School Diploma/GED
  • Minimum 6 months of industry-related experience (preferred but not required)
  • Strong attention to detail and accuracy in operational tasks
  • Excellent communication and client interaction skills
  • Proficiency in basic spreadsheet applications
  • Ability to work well in a team-oriented, fast-paced environment

We have a broad network of clients in the Banking and Financial Services industries. Please feel free to respond with your areas of interest!
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