Entry-Level Brokerage Support Associate

Russell Tobin; Columbus (OH); Hybrid; USD 51,577,000 - 54,930,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is hiring for a Columbus-based role where you will respond to calls about brokerage accounts, assist clients with Cash Management products, and support online access and mobile app usage. The position starts with 4-5 weeks of fully remote training, then 5 days in-office after training, and a hybrid shift after six months with 3 days in-office and 2 days remote.

You will maintain high service standards, handle inquiries, and work with a team in a dynamic financial services

Qualifications

• College degree or previous contact center experience.
• Strong communication and customer service skills.
• Ability to multi-task while maintaining attention to detail.
• Comfortable working in a dynamic, team-oriented financial service center.

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

Multi-tasking

Team collaboration

Education

College degree or relevant experience

Job description

Russell Tobin is hiring for a Columbus-based role where you will respond to calls about brokerage accounts, assist clients with Cash Management products, and support online access and mobile app usage. The position starts with 4-5 weeks of fully remote training, then 5 days in-office after training, and a hybrid shift after six months with 3 days in-office and 2 days remote.

You will maintain high service standards, handle inquiries, and work with a team in a dynamic financial services