Entry-Level Customer Support Specialist Financial Services

Russell Tobin; Hales Corners (WI); On-site; USD 26,000 - 28,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is hiring a Customer Support Representative for a leading financial services firm in Stevens Point, WI. You will handle a high volume of inbound calls, assist customers with accounts, payments, and transactions, and document interactions in internal systems.

The role requires strong communication, attention to detail, and the ability to multitask across multiple databases. Prior customer service or call center experience is preferred.

Qualifications

• Handle a high volume of inbound customer calls with professional assistance.
• Respond to questions about accounts, products, payments, and transactions.
• Research issues and provide accurate resolutions.
• Enter and update customer information in internal systems.
• Process transactions and maintain records.
• Follow policies and escalate issues when needed.
• Maintain confidentiality of information.

Responsibilities

• Handle a high volume of inbound customer calls and provide professional, courteous assistance.
• Respond to customer questions regarding accounts, products, services, payments, and transactions.
• Research customer issues and provide accurate information and appropriate resolutions.
• Enter and update customer information, account details, and service requests in internal systems.
• Process transactions and maintain accurate records and documentation.
• Verify customer information and ensure data accuracy and completeness.
• Document customer interactions, inquiries, and resolutions in CRM or internal systems.
• Follow established policies, procedures, and compliance requirements.
• Escalate complex issues to the appropriate department when necessary.
• Maintain confidentiality of customer and account information.
• Meet established quality, productivity, and customer service standards.
• Collaborate with team members and other departments to resolve customer issues.

Skills

Inbound calls

Customer service

Multitask

Attention to detail

Verbal & written comms

Education

High school diploma or equivalent

Job description

Russell Tobin is hiring a Customer Support Representative for a leading financial services firm in Stevens Point, WI. You will handle a high volume of inbound calls, assist customers with accounts, payments, and transactions, and document interactions in internal systems.

The role requires strong communication, attention to detail, and the ability to multitask across multiple databases. Prior customer service or call center experience is preferred.