Financial Representative - South Jordan

Only for registered members South Jordan, United States

6 days ago

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Job summary

We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations.

Responsibilities

  • Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries
  • Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner

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