Entry-Level Financial Services Customer Support

Russell Tobin; Columbus (OH); Hybrid; USD 54,443,000 - 54,930,000; Full time

Job summary

Russell Tobin is recruiting a Customer Support Representative for a leading financial services firm in Columbus, OH. You will handle calls about brokerage accounts, assist with Cash Management products, and enable secure online access and mobile app usage.

Training consists of 4–5 weeks of fully remote learning, then a hybrid schedule of 3 days in-office and 2 days remote after 6 months. Strong communication and multitasking are essential in this fast-paced role.

Qualifications

• College degree or prior contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic 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

Job description

Russell Tobin is recruiting a Customer Support Representative for a leading financial services firm in Columbus, OH. You will handle calls about brokerage accounts, assist with Cash Management products, and enable secure online access and mobile app usage.

Training consists of 4–5 weeks of fully remote learning, then a hybrid schedule of 3 days in-office and 2 days remote after 6 months. Strong communication and multitasking are essential in this fast-paced role.