A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions.

Also on the board Same function, level within a rung

Level

Mid

Location

South Jordan, UT

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

Apply for this role →