Russell Tobin

Customer Support Representative

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Job Location

South Jordan, UT, United States

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!



Location: South Jordan, UT, US

Posted Date: 12/1/2024
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Russell Tobin

Posted

December 1, 2024
UID: 4941930528

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