ApTask ยท 2 days ago
Financial Representative
South Jordan, UT
Contract
Onsite
Entry Level
$20/hr - $22/hr
1+ years expApTask is seeking a Financial Representative who will serve as a subject matter expert and point of contact for branch personnel regarding client onboarding and account maintenance. The role involves engaging with internal clients, providing support during the account lifecycle, and ensuring compliance with policies and procedures.
Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency
Hiring Manager
Farheen Khanam
Responsibilities
Engage internal clients via both inbound and outbound phone calls
Act as initial and ongoing support during account opening and lifecycle of account
Providing world-class service to internal clients
Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
Address issues promptly and effectively
Ability to maintain success in an evolving environment
Qualification
Required
1-2 years experience in the financial services or customer service
Attention to detail
dependable
service oriented
self-starter who can work in a fast paced environment
Preferred
4 year college degree
interest in career development
Company
ApTask
ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.
201-500 employees
H1B Sponsorship
ApTask has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Taj Haslani
Founder
Recent News
Company data provided by crunchbase