- In Office7167 S Center Park DriveWest Jordan, UT 84084SCHEDULEPart TimeTo be effective, an individual must be able to perform each job duty successfully.
-
Customer Service Associate
2 weeks ago
Savers | Value Village Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Shane Co. Midvale, United StatesOverview: · As a Customer Service Associate, you can make the difference between an amazing experience and an ordinary one. We are looking for people-focused, communicative, and team-oriented individuals to join us in this role. No jewelry experience? No problem We will provide ...
-
Client Service Associate
2 weeks ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions t ...
-
Client Service Associate
3 weeks ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions t ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores South Jordan, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Client Service Associate
1 week ago
HUB International Sandy City, United States· About HUB: · HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offi ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Taylorsville, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Services Associate
3 weeks ago
VASA Fitness West Jordan, UT, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · REPORTS TO: Member Experience Lead · DIRECT REPORTS: N/A · FLSA STATUS: Non-Exempt, Hourly · COMPENSATION: Base rate is $11.40 per hour + Commission Opportunities · JOIN OUR TEAM · At VASA Fitness, we wan ...
-
Sales and Service Associate
2 weeks ago
24 Hour Fitness West Jordan, United StatesFULL-TIME · Part-time · LOCATION · th Avenue West Lynnwood WA 98036 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming ...
-
Mountain America Credit Union West Jordan, United States Part timePlease reference the schedule and minimum qualifications listed below before applying. · If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or e ...
-
Client Service Associate
3 weeks ago
Morgan Stanley South Jordan, UT, United States Full timeAre you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Clie ...
-
Sales & Customer Service Associate
1 week ago
Massage Envy West Jordan, United StatesOverview · Where Better Careers BeginMassage Envy - West Jordan · 6884 S. Redwood Road · West Jordan, UT 84084 · Do you have a passion for helping others? At the Massage Envy West Jordan franchise, we support and inspire you to be your best while we work together to help clients ...
-
Sales & Customer Service Associate
4 weeks ago
Massage Envy West Jordan, United StatesOverview: · Where Better Careers Begin · Massage Envy - West Jordan · 6884 S. Redwood Road · West Jordan, UT 84084 · Do you have a passion for helping others? At the Massage Envy West Jordan franchise, we support and inspire you to be your best while we work together to help ...
-
Customer Service Associate
1 week ago
Savers | Value Village South Jordan, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Draper, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Services Associate
3 weeks ago
VASA Fitness Draper UT, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · COMPENSATION: Base rate of $11.40 per hour, plus $2 - $4 commission eligibility for memberships and personal training sales · JOIN OUR TEAM · At VASA Fitness, we want to create an uplifting experience for ...
-
Customer Service Associate
2 weeks ago
Hat Creek Burger Company West Lake Hills, United StatesJob Description · Job DescriptionWhy You'll Love This Customer Service Associate JobYou could be the newest team member in Hat Creek Burger Company's fun and fast-paced environment Joining our team as a Customer Service Associate is a great opportunity to serve your community thr ...
-
Accounting Services Associate I
13 hours ago
CONDUENT Sandy City, United States Full time· Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to pers ...
-
Flexible Customer Service Associate
3 weeks ago
Hertz Salt Lake City, United StatesWage: $16.50 hourly + monthly incentives · Job Description: · The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the cu ...
Part-Time Wealth Management Member Service Associate - West Jordan, United States - Mountain America Credit Union
Description
Please reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job SummaryService Associates are to assist Mountain America Investment Services Wealth Advisors by answering calls, scheduling appointments, task management, paperwork processing, member interactions management, and third-party call interactions.
A service associate may also assist with outbound follow up calls, chats, emails, texts, and fax requests. Services provided by an associate should be timely and accurate to strengthen the financial relationships of our membership. Service Associates must maintain a working knowledge of Mountain America Investment Services products, processes, regulations, and services.Associates should be able to effectively communicate with callers, employees, and third parties for servicing and/or education on existing investment relationships.
Job DescriptionLOCATIONTanner BuildingMove Money requests, check processing, check transfer requests, death distribution requests, periodic distributions, check processing, account opening and closing, funds liquidation, RMD requests, QCD distributions, trade management, scheduling appointments, communications to third parties, voicemail, and inbox management Performs investment operations solutions working with our Broker DealerAbility to adhere to and comply with FINRA, SEC and Broker Dealer regulationsResolves, investigates, and notifies individuals of notifications that need to be completed in a timely mannerCompletes compliance reports and review Monthly, Quarterly, and Annually to ensure compliance with MACU and our Broker Dealer.
Assist with advisor calendar management and appointment scheduling including but not limited to booking, changing, canceling, confirming appointmentsWorks with Broker Dealer to complete investment trades with members on the phone or at the request of the advisorRecord all interactions and resolution efforts in the CRM (Customer Relationship Management) programProvides support and servicing for investment inquiriesWorks closely with deposit operations concerning IRAs, Trusts, POAs, RMDs, and other retirement documents and accountsAssists advisors in processing paperwork to ensure in-good order status to create a seamless member experienceMaintains a detailed knowledge of Investment products, processes, and current promotions through ongoing training, department updates, Knowledge Center instructions, and credit union and broker/dealer communicationsEducates callers on Mountain America Investment Services processes and regulations, as it pertains to individual requestsFollows all company policy and procedures of the credit union and the broker/dealer builds and maintains a cooperative working relationship with personnel from branches, Service Center, and other support teams to assist with servicing questions or concernsPerforms other duties as assigned.
KNOWLEDGE, SKILLS, and ABILITIESThe requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.ExperienceMinimum of 1 year working in a related financial experience or accepted into an accredited business or related university programMinimum of 1 year in customer serviceMinimum of 1 year working in investments - preferredEducationBachelor's degree in business, finance or related field from an accredited institution (education will be verified) OR accepted into an accredited business program at a university or accredited educational institution with expected graduation 18 months or less from start date of employment.
Licenses, Certificates, RegistrationsSIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 66 preferred and encouraged, willing to sponsor after 3 months of employment and satisfactory performance.
Computer/Office Equipment SkillsAdvanced computer operating skillsAdvanced communication skillsAdvanced skills in Microsoft Office (Outlook, Word, Excel, Teams, OneNote)Managerial ResponsibilityHas no supervisory/managerial responsibilitiesOther Skills and AbilitiesCritical thinking, creative problem solving, and conflict resolutionAttention to detail-oriented tasksIdentify and implement actionable steps to resolve problemsAbility to carry out job duties both in-person and virtually (depending on business needs)Must have the ability to speak and write in EnglishAdaptive to change, responds positively to altered circumstances or conditionsPossess a desire and willingness to learn and continually update knowledge base on investment concepts and processesPHYSICAL ABILITIES / WORKING CONDITIONSPhysical DemandsAbility to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility to stand, walk, kneel and crouch occasionallyVision RequirementsClose vision (clear vision at 20 inches or less)Distance Vision (clear vision at 20 feet or more)Weight Lifted or Force ExertedAbility to lift up to 10 pounds consistently and up to 25 pounds occasionallyEnvironmentalThere are no unusual environmental factorsNoise EnvironmentModerate noise (business office with computers and printers, light traffic)#LI-PN1Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
