Now Hiring - Professional Services New Account-Sales Support in Salt Lake City, UT

FIDUCIARY RISK SYSTEMS

NEW ACCOUNT - SALES SUPPORT

Job Description

Fiduciary Risk Systems is a leading provider of support services to national wealth departments. We are a high growth, high energy team that values results in support of fast growing privately owned companies. The successful candidate will be an important member of the team, interacting with the sales team and management to seamlessly support our new account acquisition strategy.

Responsibilities and Duties

• Accurately and efficiently support the sales team’s effort to collect, interpret and complete new account paperwork,
• Track and report on the progress of new account set up,
• Help prepare first approvals, term sheets and meticulously follow new account checklists,
• Communicate and coordinate with the Administration team in the set-up of new accounts,
• Work closely with internal and external partners to create a seamless experience for the prospective client.

Job brief

The ideal candidate will have financial industry experience (i.e., bank processor, escrow agent or new account representative) and enjoys working with internal and external partners to on-board new clients. The Sales associate will review client information/documentation to accurately and efficiently complete the new account checklist. Adopt company best practices to avoid unnecessary risk from missing information/documentation.

Requirements and skills

• Prior financial services industry experience is preferred,
• Ability to review legal, financial and client information documents to complete new client set up.
• Proficient in the use of MS Office, Excel, and other CRM systems
• An analytical mind with an attention to detail,
• Excellent organizational skills
• Demonstrated communication and interpersonal abilities
• College degree or other relevant qualifications are a plus

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• No experience needed

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Salt Lake City, UT 84123: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person