Financial Representative
Job in
South Jordan, Salt Lake County, Utah, 84095, USA
Listed on 2026-06-26
Listing for:
ApTask
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services, Banking Operations
Job Description & How to Apply Below
Recent college graduate with financial/banking internship.
Education and or Experience:
- 1-2 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, attention to detail and excellent follow up skills
- Ability to research and resolve problems and service inquiries and escalate when appropriate
- Ability to efficiently handle a high volume of requests in a fast paced environment
- Basic knowledge of E
* TRADE from Morgan Stanley systems and procedures - Be self-motivated and able to work in a strong team and high activity environment.
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