Dexian
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Address: Amelia Earhart Dr, Salt Lake City, UT 84116
Pay Rate: $32/hr
Start Date:
7/28/25 Position Type/Duration of Assignment:
9-18 month contract, perm conversion for those that do well in the role Hours/Schedule 30 days of training onsite then will move to a hybrid model of 5 days onsite/5 days work remote M-F, 8:00am-4:30pm MUST HAVE active FINRA Series 7 License (or was active within last 18 month window so it can be re-activated quickly)
6+ months of retail brokerage experience (ideally) Job Description: Operational and service complaints are on a variety of subject matter.anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Case advisors have to perform research on each to determine if the issue has already been resolved and communicated to the client, and if not, work with the back office/front office and or the client to obtain information and resolve. Most resolutions are done in writing to the client, but there may be times where it makes sense to deliver it verbally. Also, clients may call in for an update on their case or for questions after receiving the resolution letter. Given this is a client facing role, need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client). The cases will be assigned to a queue on a routine basis, where you are responsible for around 50 complaints at any given time (number subject to change based on business need). As the cases come in, you should work to triage the cases frequently and ensure working the cases in the order of risk/age. Expected to autonomously work through cases/deliverables. Close 8-10 cases per week on average (average because we understand some weeks you have a harder time getting responses or have harder cases, but the next week should make up for that when responses come back along with new cases being researched) with a 95% or higher quality rating assigned by the QA team. When working through the cases, it is important to recognize escalation needs (Elder abuse, ADA concerns, etc.) as well as opportunities to advocate for the client where needed. We may see that an error may have harmed the client financially, investigate to see if money is owed, or maybe the back office is requiring paperwork that may not necessarily be required, so we should be recognizing when we should provide credible challenge back to the business to see if they can process as is. Qualifications Bachelor's degree in Finance or related field 2 years' of industry experience Strong understanding of the investment business Excellent interpersonal skills Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Finance Industries
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
7/28/25 Position Type/Duration of Assignment:
9-18 month contract, perm conversion for those that do well in the role Hours/Schedule 30 days of training onsite then will move to a hybrid model of 5 days onsite/5 days work remote M-F, 8:00am-4:30pm MUST HAVE active FINRA Series 7 License (or was active within last 18 month window so it can be re-activated quickly)
6+ months of retail brokerage experience (ideally) Job Description: Operational and service complaints are on a variety of subject matter.anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Case advisors have to perform research on each to determine if the issue has already been resolved and communicated to the client, and if not, work with the back office/front office and or the client to obtain information and resolve. Most resolutions are done in writing to the client, but there may be times where it makes sense to deliver it verbally. Also, clients may call in for an update on their case or for questions after receiving the resolution letter. Given this is a client facing role, need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client). The cases will be assigned to a queue on a routine basis, where you are responsible for around 50 complaints at any given time (number subject to change based on business need). As the cases come in, you should work to triage the cases frequently and ensure working the cases in the order of risk/age. Expected to autonomously work through cases/deliverables. Close 8-10 cases per week on average (average because we understand some weeks you have a harder time getting responses or have harder cases, but the next week should make up for that when responses come back along with new cases being researched) with a 95% or higher quality rating assigned by the QA team. When working through the cases, it is important to recognize escalation needs (Elder abuse, ADA concerns, etc.) as well as opportunities to advocate for the client where needed. We may see that an error may have harmed the client financially, investigate to see if money is owed, or maybe the back office is requiring paperwork that may not necessarily be required, so we should be recognizing when we should provide credible challenge back to the business to see if they can process as is. Qualifications Bachelor's degree in Finance or related field 2 years' of industry experience Strong understanding of the investment business Excellent interpersonal skills Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Finance Industries
Banking Referrals increase your chances of interviewing at Dexian by 2x Inferred from the description for this job
Medical insurance Vision insurance Get notified about new Financial Advisor jobs in
Salt Lake City, UT . Cottonwood Heights, UT $60,800.00-$114,000.00 1 week ago Salt Lake City Metropolitan Area $180,000.00-$220,000.00 2 weeks ago South Jordan, UT $50,000.00-$120,000.00 1 month ago Asset & Wealth Management, Marcus by Goldman Sachs, Money Movement Specialist -Draper, UT
Audit (Business and Finance) | Analyst | Salt Lake City
Sandy, UT $85,000.00-$175,000.00 5 days ago Farmington, UT $57,750.00-$126,000.00 1 week ago Salt Lake City, UT $70,000.00-$100,000.00 3 weeks ago College Financial Representative, Internship Program
Salt Lake City Metropolitan Area $500.00-$1,000.00 1 day ago Personal Financial Counselor - Salt Lake City, UT
Salt Lake City, UT $45,655.00-$68,485.00 1 month ago Personal Financial Counselor - Salt Lake City, UT
Salt Lake City, UT $45,655.00-$68,485.00 2 months ago Salt Lake City Metropolitan Area $70,000.00-$250,000.00 2 weeks ago Financial Crimes Fraud Analyst - Salt Lake City, UT
Midvale, UT $44,625.00-$65,450.00 3 weeks ago Salt Lake City, UT $91,800.00-$171,000.00 1 day ago Salt Lake City, UT $45,655.00-$68,485.00 9 months ago Financial Crimes Fraud Analyst - Salt Lake City, UT
Midvale, UT $44,625.00-$65,450.00 2 weeks ago Salt Lake City Metropolitan Area 1 day ago Salt Lake City, UT $141,000.00-$165,000.00 1 week ago College Financial Representative, Internship Program
Farmington, UT $500.00-$1,000.00 1 day ago Salt Lake County, UT $150,000.00-$1,000,000.00 1 day ago Workplace Planning Associate - Salt Lake City, Utah
Salt Lake City, UT $45,655.00-$68,485.00 8 months ago Salt Lake City, UT $50,000.00-$125,000.00 2 days ago Salt Lake City Metropolitan Area 3 weeks ago Salt Lake City, UT $111,605.00-$131,300.00 2 days ago PGIM Investments - Regional Specialist, Alternatives and Direct Indexing
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr