# Job Position
**Position:** Case Analyst (Financial Investments)

**Company:** TEKsystems

**Location:** Salt Lake City, UT

**Work Type:** Full-time

**Experience Level:** Mid-Senior level

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## Job Description

One of our wealth management clients is looking for a candidate for reviewing investment escalation cases. This can include private banking, brokerage, financial advisors, etc. This is a Monday through Friday, hybrid role.

Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support. Operational and service cases 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. Candidates 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 add