Entry-Level Financial Services Associate (Remote Training)

Russell Tobin; South Jordan (UT); Hybrid; USD 25,000 - 26,000; Full time

Job summary

Russell Tobin is seeking a Customer Service Representative in Columbus, OH. The role handles brokerage account inquiries, cash management products, and online account access support.

Training is remote for 4–5 weeks, then in-office five days a week, with a later shift to a hybrid schedule (3 days in-office, 2 remote) after six months. The position requires a college degree or prior contact center experience and strong communication skills for handling multiple tasks in a fast-paced financial

Qualifications

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

Responsibilities

• Respond to incoming calls regarding brokerage accounts with accuracy.
• 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 meet performance goals in a fast-paced environment.
• Collaborate with team members and adapt to process or system changes.

Skills

Communication skills

Customer service

Attention to detail

Team player

Education

College degree

Job description

Russell Tobin is seeking a Customer Service Representative in Columbus, OH. The role handles brokerage account inquiries, cash management products, and online account access support.

Training is remote for 4–5 weeks, then in-office five days a week, with a later shift to a hybrid schedule (3 days in-office, 2 remote) after six months. The position requires a college degree or prior contact center experience and strong communication skills for handling multiple tasks in a fast-paced financial