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Job Requirements of Customer Support / Account Representative:
-
Employment Type:
Full-Time
-
Location:
South Jordan, UT (Onsite)
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Customer Support / Account Representative
Tailored Management Services Inc
South Jordan, UT (Onsite)
Full-Time
Job Title: Customer Support / Account Representative
Shift: Training – Standard Business Hours
Pay Rate: $19.17/hour
Location: 680 West 1000 South, South Jordan, UT 84095 (Fully On-site)
Interviews: On-site
Contract Length: 12 months
Extension/Conversion: Possible extension or conversion to Full-Time Employee based on performance, attendance, and business need
About the Opportunity
This is an excellent opportunity to join a leading financial and wealth management organization that provides room for growth and advancement.
Job Description
The Customer Support / Account Rep - Sr will be responsible for FINRA Registrations and Entitlement support. Responsibilities include processing registration requests while ensuring compliance with regulatory requirements and firm procedures. This role will also partner with CSG Entitlements Support to provide white-glove service to call center staff, ensuring proper onboarding and access to firm systems.
Key Responsibilities
Registrations
Qualifications
Shift: Training – Standard Business Hours
Pay Rate: $19.17/hour
Location: 680 West 1000 South, South Jordan, UT 84095 (Fully On-site)
Interviews: On-site
Contract Length: 12 months
Extension/Conversion: Possible extension or conversion to Full-Time Employee based on performance, attendance, and business need
About the Opportunity
This is an excellent opportunity to join a leading financial and wealth management organization that provides room for growth and advancement.
Job Description
The Customer Support / Account Rep - Sr will be responsible for FINRA Registrations and Entitlement support. Responsibilities include processing registration requests while ensuring compliance with regulatory requirements and firm procedures. This role will also partner with CSG Entitlements Support to provide white-glove service to call center staff, ensuring proper onboarding and access to firm systems.
Key Responsibilities
Registrations
- Manage FINRA registration requests for WM Operations.
- Collaborate with Compliance and Registration Oversight to ensure adherence to regulatory policies.
- Support periodic reviews and maintenance of registration attributes (licenses, states, etc.).
- Order materials for approved candidates.
- Process vendor invoicing and track payments.
- Ensure new employees are onboarded with the correct systems and access for Day 1 readiness.
- Monitor and report progress against entitlement review deliverables.
- Produce and monitor Daily and Monthly CSA Admin Reporting.
- Provide security administration for vendor applications.
- Troubleshoot entitlement issues for CSG staff.
- Provide additional reporting support as required.
Qualifications
- Proficiency in Microsoft Excel, Word, and Outlook.
- Knowledge of Excel Macros and Visual Basic preferred.
- Strong interpersonal skills with ability to work across all levels of staff.
- Excellent written and verbal communication skills.
- High attention to detail.
- Ability to work efficiently in a fast-paced, dynamic environment.
- Strong organizational and prioritization skills.
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