Entry-Level Customer Support Pro - Financial Services

Russell Tobin; Columbus (OH); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Healthcare coverage (medical, dental,視

401(k) retirement savings

Life & disability insurance

Employee discounts with vendors

Job summary

Russell Tobin is recruiting a Customer Support Representative in Columbus, OH. The role focuses on handling brokerage-related inquiries, supporting clients with online access, and maintaining high service standards.

You will participate in fully remote training for 4–5 weeks, then transition to a hybrid schedule with 3 days in-office and 2 days remote after six months. A college degree or prior contact center experience is required.

Qualifications

• College degree or equivalent required or previous contact center experience.
• Strong communication and customer service skills essential.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.

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

Customer service

Communication

Multitasking

Attention to detail

Education

College degree or equivalent

Job description

Russell Tobin is recruiting a Customer Support Representative in Columbus, OH. The role focuses on handling brokerage-related inquiries, supporting clients with online access, and maintaining high service standards.

You will participate in fully remote training for 4–5 weeks, then transition to a hybrid schedule with 3 days in-office and 2 days remote after six months. A college degree or prior contact center experience is required.