Financial Service Representative

Support a positive environment by balancing workloads while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping management informed of progress and issues. -Strong interpersonal and communication skills with the ability to establish excellent working relationships with internal business areas and clients.

Job Title: Financial Service Representative
Location: South Jordan, UT (Onsite)
Employment Type: Contract
Duration: 06 months

Role will start onsite.

Interviews will be on Zoom with two managers.

-Respond to and coordinate with clients/business areas in regarding returned mail inquiries
-Respond to internal and external inquiries and ensure maintenance of SLAs
-Work with clients or internal stakeholders as information is required or requested
-Support the reconciling of unclaimed assets as needed
-Work on assigned projects on an as-needed basis to support Escheatment Operations
-Identify and escalate potential process anomalies to management in a timely manner

Qualifications
-Demonstrated experience identifying and addressing client needs: actively participating in discussions and meetings
-Support a positive environment by balancing workloads while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping management informed of progress and issues.
-Ability to effectively present information and respond to questions from business areas, managers and clients.
-Strong interpersonal and communication skills with the ability to establish excellent working relationships with internal business areas and clients.
-Project management capabilities.
-Strong critical thinking, organizational, and problem-solving skills.
-Considerable technical skills, large data management processing, and MS Excel experience.

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