- Raymond James Financial, Inc. (Payson, UT)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...or concerns + Provide a high level of customer service in a calm and professional manner + Use… more
- JPMorgan Chase (Spanish Fork, UT)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- H&R Block (Payson, UT)
- …H&R Block + Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- H&R Block (Payson, UT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an...and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- Bank of America (Spanish Fork, UT)
- …in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities ... and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships… more