Account Services Representative, Sr. jobs in Ogden, UT

Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Account Representative I
  • Guidant Financial
  • Layton, UT OTHER
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

    The wage for this position is $21/hr or $43,680 annually

    Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

    Our Values


    Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
    Connection: Connection is important. You lift others up because when they grow you grow.
    Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

    The Role

    Guidant Financial is looking for a Remote Account Representative I. Our Account Representatives support small business owners who utilize our 401(k) plan administration services. A large part of the role is taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues. The role also requires reviewing the documents submitted by our clients and proactively updating the system to reflect all changes. Collaboration is required with other members on the team, such as Plan Administrators and Compliance Specialists, to get clients 5500 filings, distribution requests, loan requests, and other documents completed in a timely manner.

    What You'll Be Doing

    • Manage a queue of cases and respond within a defined time frame
    • Develop a basic understanding of retirement plans, specifically 401(k) Plans
    • Ability to complete tasks independently while also collaborating within your team and department
    • Advise clients of internal processes and assist clients with navigating multiple systems
    • Obtain and analyze documents submitted by clients for accuracy

    Additional Functions

    • Assist clients and team members on advanced retirement plan topics including terminations
    • Contributing to department and team projects
    • Performs other duties as required

    Requirements

    • Must be 18 years of age
    • Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
    • Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations is preferred
    • Excellent verbal and written communication skills
    • Able to adapt easily to process and organizational changes
    • Ability to have difficult conversations with clients while maintaining professional demeanor
    • Meticulous attention to detail and proactive approach to problem solving
    • Skills in customer service, organization, and collaboration
    • Ability to work overtime with increased requirements leading up to set deadline period for clients with limited Paid Time Off (PTO) allowed
    • Ability to work in an autonomous environment where you can be a self-directed, independent worker
    • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

    Other Requirements

    • Must pass a background check
    • Must meet work from home requirements to qualify

    For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.

    Benefits

    • Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
    • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
    • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
    • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
    • Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
    • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

    This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

    The wage for this position is $21/hr or $43,680 annually

  • 3 Days Ago

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Sales representative
  • Focus Services
  • Roy, UT FULL_TIME
  • Want to work for an AWESOME company with AWESOME staff and AWESOME benefits? Well Focus is your place! EARN $14.00 Starting wage Bonus and Clearview points for our internal store! As an employee for F...
  • 22 Days Ago

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HR Services Representative
  • Campbell Soup Company
  • Richmond, UT FULL_TIME
  • Since 1869 we've connected people through food they love. Our history was created by remarkable people, ideas, and innovations. It serves as inspiration and foundation for our future success. We're pr...
  • 21 Days Ago

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Guest Services Representative
  • Skinny Dogz
  • Ogden, UT OTHER
  • We are looking for an energetic, positive individual who thrives in a fun, fast-paced environment to be a Guest Services Representative (GSR). Full or Part Time will be considered. The right person sh...
  • Just Posted

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Member Services Representative Overnight
  • Planet Fitness - Excel Fitness
  • Layton, UT FULL_TIME
  • Grow with us! We are Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 130 clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 sta...
  • Just Posted

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Member Services Representative Weekend
  • Planet Fitness - Excel Fitness
  • Layton, UT PART_TIME
  • Grow with us! We’re Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 130 clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 stat...
  • 1 Day Ago

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0 Account Services Representative, Sr. jobs found in Ogden, UT area

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Business Development Specialist
  • Wine Racks America
  • North Salt Lake, UT
  • Position Description Business Development Representative Overview Reporting to the General Manager and Trade Marketing M...
  • 3/29/2024 12:00:00 AM

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Trauma Sales Associate - Salt Lake City
  • Stryker Corporation
  • Salt Lake City, UT
  • Why join Stryker? We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fort...
  • 3/29/2024 12:00:00 AM

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Sign Sales Representative/Account Manager
  • AlphaGraphics
  • Ogden, UT
  • AlphaGraphics is a global leader in marketing and print communications. We are a locally owned franchise, connected to a...
  • 3/28/2024 12:00:00 AM

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Account Manager - Utah
  • The Cary Company
  • Salt Lake City, UT
  • Ready to help businesses succeed, collaborate with co-workers and be a part of a positive environment in a stable and gr...
  • 3/28/2024 12:00:00 AM

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Business Development Representative
  • Naumann/Hobbs Material Handling
  • Salt Lake City, UT
  • Naumann/Hobbs is looking for YOU to fill our Business Development Representative position in the Salt Lake City, UT area...
  • 3/27/2024 12:00:00 AM

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Automotive Sales Manager - F&I Manager - Internet Sales Manager
  • The Reynolds and Reynolds Company
  • Salt Lake City, UT
  • Position description: Reynolds and Reynolds is looking for experienced automotive professionals to join our consulting t...
  • 3/26/2024 12:00:00 AM

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Sales Director, Fiber Broadband Business Development (Rocky Mountain region - U.S. Tier 2 & Tier 3)
  • Harmonic
  • Salt Lake City, UT
  • Sales Director, Fiber Broadband Business Development (Rocky Mountain Region - U.S. Tier 2 & Tier 3) Harmonic is the worl...
  • 3/26/2024 12:00:00 AM

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Account Executive
  • AlphaGraphics
  • Layton, UT
  • Sales / Customer Service Representative / Business Development Sales professionals, here is your chance to make a great ...
  • 3/25/2024 12:00:00 AM

Ogden /ˈɒɡdən/ is a city and the county seat of Weber County, Utah, United States, approximately 10 miles (16 km) east of the Great Salt Lake and 40 miles (64 km) north of Salt Lake City. The population was 84,316 in 2014, according to the US Census Bureau, making it Utah's 7th largest city. The city served as a major railway hub through much of its history, and still handles a great deal of freight rail traffic which makes it a convenient location for manufacturing and commerce. Ogden is also known for its many historic buildings, proximity to the Wasatch Mountains, and as the location of Web...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$41,324 to $52,378
Ogden, Utah area prices
were up 2.3% from a year ago

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Account Services Representative, Sr. in Petersburg, VA
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