Financial Services Associate
Russell Tobin
Overview Financial Services Associate – Entry Level | South Jordan, UT (Hybrid). South Jordan, UT (Hybrid – 3 days onsite). 6–12 month contract, potential to convert. Kickstart your career in financial services ! We’re seeking Financial Services Associates to support client accounts at a top investment banking firm. This is a great opportunity for recent graduates or early-career professionals to gain hands-on experience. What You’ll Do Respond to client account inquiries via phone, email, or chat with accuracy and professionalism Troubleshoot account or service issues and provide effective solutions Document client interactions clearly in internal systems Collaborate with internal teams to resolve complex client concerns Monitor performance metrics and contribute to a positive client experience What We’re Looking For Bachelor’s degree in Business, Finance, Economics, or related field (recent grads welcome) 6 months–2 years of relevant experience (internships count!) Strong communication, problem-solving, and organizational skills Customer service or contact center experience preferred Candidates must be located in or near South Jordan, UT Why Join Us Build your career with a top financial institution Opportunity to convert to a permanent role Competitive pay + benefits through Pride Global Apply today and take your first step toward a rewarding career in financial services! Seniority level Entry level Employment type Full-time Job function Finance and Customer Service Industries Financial Services, Banking, and Investment Banking #J-18808-Ljbffr
- ...About the Role We are seeking a Financial Representative to join our team in Columbus. This... ...to delivering exceptional client service. You will play a key role in supporting... ...such as Goldman Sachs, Morgan Stanley, Associated Bank and others. We have different clients...SuggestedWork at office
$50k - $200k
...Join us at Cambridge Financial Network as a Financial Advisor, where you'll play a pivotal role in helping individuals plan for their... ...solutions, all while building a rewarding career in financial services. We're looking for driven professionals eager to help clients...Suggested- What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients...SuggestedFull timeFlexible hours
$20 per hour
...Jordan, UT Pay Rate: $20/hour Schedule: Full-time | 12-month contract Overview Our client, a leading organization in the financial services industry, is seeking a detail-oriented and motivated Junior Financial Analyst to join their team in South Jordan, UT. This role...SuggestedFull timeContract workInternshipWork at officeLocal area$20 per hour
...full-time Personal Banker to the team at our Farmington, UT branch. This individual provides exceptional service and strives to improve our customers' financial lives by cross-selling products and services as well as producing loans. The schedule for the Personal...SuggestedFull timeMonday to Friday$22 - $27 per hour
...Role:Engage clients and prospects in client financial review(s) and business financial reviews... ...internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.Primary associate in the branch to open new deposit...Weekend work$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with...Contract workPart timeLocal areaImmediate startDay shift- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- ...Financial Operations Associate Location: 680 West 10000 South, South Jordan, UT 84095 Pay: $28.15/hr The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions...Local area
- A growing financial services company in South Jordan is looking for passionate individuals for a role that offers flexibility and growth opportunities. As part of your responsibilities, you will conduct virtual consultations, assess clients’ needs, and maintain strong...Remote work
- ...companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence... ...support Pre/post close services Quarterly and annual financials Limited Partner communications Bring transparency to...Work at office
- ...Information security tools, technologies, threats, and practices - Windows and Linux operating systems, command line interfaces, and associated security concerns - Using a SIEM or data aggregation tool to analyze data sets and identify trends, anomalies, and actionable...InternshipWork at officeLocal areaWorldwide
- ...A financial services firm is searching for qualified candidates for a part-time, remote role. You will work approximately 20 hours per week, engaging virtually with clients to provide personalized financial strategies. Key responsibilities include calling clients, scheduling...Weekly payPart timeRemote work
- ...Teller Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much...Part timeWork experience placement
- ...accurately. # Balance cash drawer daily and maintain accurate transaction records. # Educate clients on Bank products and services. # Resolve customer inquiries and escalate issues when necessary. # Maintain compliance with Bank policies,...
$15 per hour
...Financial Service Representative Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission...Hourly payFull timeMonday to Friday- HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets... ...planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an...Temporary workLocal areaFlexible hoursNight shift
$15 per hour
Overview Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding...Hourly payFull timeMonday to Friday- ...Description Are you passionate about making a real difference in people's lives by helping them secure their financial future? Farm Bureau Financial Services in Sandy, Utah, is looking for a dedicated and enthusiastic Financial Advisor to join our growing team. We believe...Work at officeFlexible hours
- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Part timeWork experience placement
$50k - $200k
...Job Description Job Description Join us at Cambridge Financial Network as a Financial Advisor, where you'll play a pivotal role in... ...solutions, all while building a rewarding career in financial services. We're looking for driven professionals eager to help clients...- American United Federal Credit Union has an exciting opportunity for a Part-Time Teller at our Sandy Branch. This position will primarily work Monday through Thursday from 1:00 p.m. to 5:00 p.m. and Friday from 1:00 p.m. to 6:00 p.m. Additional hours may occasionally...Part timeMonday to Thursday
$18.75 - $25 per hour
...Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payWork experience placementShift workDay shift- ...for proactive client portfolio management, exceptional customer service and selling full commercial banking solutions to clients.... ...treasury management products strongly preferred. Working knowledge of financial statements required. Local market knowledge, relationships and...Local area
- ...Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month....Remote work
- ...Teller Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is...Part timeWork experience placement
$17 per hour
...accurate and timely assistance. Recommends and explains banking services and products to clients based on their needs, presenting... ...inquiries and complaint resolution. Assists customers with their financial transactions, involving paying and receiving cash and other negotiable...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaShift work- ...decisive judgment. Commitment to personal development. Qualifications Bachelors Degree in a Business field and/or experience in the Financial Industry. Understanding of general accounting principles as they apply to the industry. Understanding of general process controls,...Work at officeImmediate start
- ...Overview Junior Financial/Operations Analyst – Contract-to-Perm Opportunity. Recent Grads are more than welcome! Are you a recent graduate... ...or related). Experience or internship in banking or financial services is highly preferred (6 months to 2 YOE). Strong communication...Permanent employmentContract workInternship
- ...innovation, and respect diversity. The Purpose of Your Role The Financial Analyst leads enterprise FP&A, management reporting,... ...tools are preferred. Healthcare, behavioral health, multi-site services, private-equity-backed, or other high-growth experience preferred...Work at officeLocal area
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