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Utah Licensed Financial Services Specialist

7/2/2025

Remote

Job Summary

A company is looking for a Financial Services Specialist 1 to handle customer inquiries in a remote environment.

Key Responsibilities
  • Answer complex inbound account inquiries and troubleshoot customer issues
  • Enter and review new account applications and process transactions
  • Perform additional duties as assigned
Required Qualifications
  • 1+ years of experience in customer service
  • Ability to manage a high volume of calls with detail and accuracy
  • Quiet, distraction-free workspace for remote work
  • Demonstrated computer experience and technical troubleshooting skills
  • Ability to work a flexible schedule, including nights and weekends

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