Back to Results

Financial Services Representative - Salt Lake City, Ut

Quick Facts
Company Name:PrincePerelson
Location:Salt Lake City, Ut
Take Action


Financial Services Representative Salt Lake City, UT $19-$20/hr. A technology-enabled fintech company located in Salt Lake City is seeking to hire a Financial Services Representative  who is empathetic, proactive, product-focused, and curious problem solver to join their team! The Financial Services Representative  will provide financial expertise and educational support to potential and existing clients. The ideal candidate must be tech savvy, preferably with Mac or Google Suite, and must be able to navigate and multitask using multiple communication platforms (phone, email, chat, and text) and comfortable with CMR platforms. If you are looking to join a growing team and have a strong passion to provide exceptional customer service, we encourage you to apply now! Responsibilities of the Financial Services Representative: Provide financial expertise and educational support to existing and potential clients Be the first point of contact and advocate for potential clients Handle a high volume of client support requests by email and phone, using empathy and logical reasoning to answer questions and troubleshoot problems Triage incoming requests, accurately diagnose and elevate bugs to the engineering team Responsible for tracking client metrics Identify trends and inefficiencies to enhance the client experience Requirements of the Financial Services Representative: Bachelor’s Degree or equivalent work experience 3+ years of online-based customer service experience, previous experience in financial services or banking is a plus Articulate, personable, engaging and reliable, with strong written skills and email etiquette CRM/support tool experience in platforms like Zendesk, etc. a plus Works well under pressure and tight deadlines within a dynamic environment Your goal is to exceed client expectations by providing exceptional customer service Must have a positive and optimistic attitude Proactive and able to take on additional duties Be able to pass a criminal background check PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

Automation Alley Logo