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Customer Service Representative
Ref No.: 19-07752
Location: South Jordan, Utah
This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!


Job Title: Customer Service Representative
Pay Rate: $19.17/hr.
Start Date: 1/27/2020 (tentative)
Days: Monday - Saturday
Hours: 6:00 AM - 9:00 PM (8-hour shift)



Job Responsibilities:
  • Customer Service Representatives will handle incoming phone calls regarding various service inquiries on Brokerage 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 Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financially related inquiries.

Job Requirements:
  • Successful applicants will be highly professional, career-driven, and committed to World-Class Service.
  • Financial services experience (preferred) 
  • 2+ years of Inbound and/or outbound call experience.
  • High School diploma / GED.
  • 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