Brokerage Support Specialist (Hybrid/Remote)

Russell Tobin; South Jordan (UT); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Vendor discounts

Job summary

Russell Tobin seeks an Account Support Representative in South Jordan, UT to handle brokerage account inquiries, assist with Cash Management products, and guide customers through online access and mobile app usage.

The role starts with 4–5 weeks of remote training, then transitions to a hybrid schedule (3 days in-office, 2 days remote) after six months, within a financial services setting.

Qualifications

• Bachelor’s degree OR 3+ years of call center/contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.
• Ability to learn new systems, processes, and financial products quickly.

Responsibilities

• Respond to incoming calls regarding brokerage accounts with accuracy and professionalism.
• Assist clients with Brokerage Cash Management products and services.
• Support customers with online account access, website navigation, and mobile app usage.
• Handle general account inquiries, financial questions, and service-related requests.
• Maintain high service standards and achieve performance goals in a fast-paced environment.
• Collaborate with team members and adapt quickly to process or system changes.

Skills

Communication skills

Customer service

Multitasking

Education

Bachelor’s degree

Job description

Russell Tobin seeks an Account Support Representative in South Jordan, UT to handle brokerage account inquiries, assist with Cash Management products, and guide customers through online access and mobile app usage.

The role starts with 4–5 weeks of remote training, then transitions to a hybrid schedule (3 days in-office, 2 days remote) after six months, within a financial services setting.