Asset Specialist

Posted yesterday

russell tobinSouth Jordan (UT)

Securities, Commodities, and Financial Services Sales Agents Trust, Fiduciary, and Custody Activities

SENIORITY

Mid

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About the role

A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.