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Entry Level Brokerage Service Representative Jobs in Utah

Amicis Global

Client Service Representative

South Jordan, UT · On-site

$15.25 - $20.75/hr

Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...

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Entry Level Brokerage Service Representative information

What does an entry level brokerage service representative do?

An entry level brokerage service representative assists clients with their investment accounts, processes transactions, and provides information about financial products. They often use customer service skills and financial software to support account management and ensure client satisfaction.

What is an entry level brokerage service representative?

An entry level brokerage service representative is an entry-level professional who assists clients with their brokerage accounts, provides information about investment options, and supports account transactions. They typically have strong communication skills, basic knowledge of financial products, and may use customer service tools or software to manage client inquiries and account details.

What cities in Utah are hiring for Entry Level Brokerage Service Representative jobs?

Cities in Utah with the most Entry Level Brokerage Service Representative job openings:

Entry Level Brokerage Service Representative jobs near you

Customer Service Representative / CSR

Amicis Global

South Jordan, UT • On-site

$22/hr

Contractor

Re-posted 12 days ago

Job description

Title: Customer Service Representative / CSR
Location: South Jordan, UT 84095
Duration: 12 Months
Pay Rate: $22.00/- on W2
 
 
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Roles and Responsibilities:
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
· Ability to contribute in a fast paced, team-oriented environment.
· Aptitude to multi-task and adjust quickly to change in a busy financial service center.
 
Preference for 1 of the following criteria:
• College Degree.
• Previous contact center experience.
 
 
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