Job description

Job Title: Customer Support Representative
Location: South Jordan, UT 84095
Duration: 11 months

Description:
At ***, the talent and passion of our people is critical to our success. Together, we share a common set of values of doing the right thing, keeping the client’s best interest paramount, giving back and investing in the future of our communities, and encourage our diverse set of employees to be inclusive and act with integrity, while leading with exceptional ideas.

Job Duties and Responsibilities:
Handle incoming phone calls from Financial Advisors and their Associates regarding all IRA and qualified plan inquiries within their book-of-business; and provide guidance regarding the IRS rules and regulations. Establish and maintain effective relationships to deliver world class service to our Financial Advisors Assist in special projects periodically throughout the year as IRS regulations change Utilize various internal and external resources and tools to provide information and resolve issues Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed

Qualifications & skills desired:
Basic IRA knowledge or 3 years of relevant work experience
Quick learner; strong analytical and problem-solving skills
Customer service background
Detail oriented
Excellent written and verbal communication skills
Proficiency in Microsoft Office, Excel, etc.

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Job Types: Full-time, Contract

Pay: Up to $19.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Shift:

• Morning shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• South Jordan, UT: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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