Entry-Level Financial Services Support Specialist

Russell Tobin; Columbus (OH); Hybrid; USD 22,000 - 30,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Auto, home, and pet insurance

Employee discounts with vendors

Job summary

Russell Tobin is hiring a Customer Support Representative in Columbus, OH for a leading financial services firm. You will respond to calls about brokerage accounts, assist with Cash Management products, and help customers access online accounts and mobile apps.

The role starts with 4–5 weeks of remote training, then a hybrid schedule (3 days in the office, 2 days remote after six months). Ideal candidates have a college degree or contact center experience, strong communication, and the ability

Qualifications

• College degree or previous contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.
• Ability to learn new systems, processes, and financial products quickly.

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

Team collaboration

Education

College degree or equivalent

Job description

Russell Tobin is hiring a Customer Support Representative in Columbus, OH for a leading financial services firm. You will respond to calls about brokerage accounts, assist with Cash Management products, and help customers access online accounts and mobile apps.

The role starts with 4–5 weeks of remote training, then a hybrid schedule (3 days in the office, 2 days remote after six months). Ideal candidates have a college degree or contact center experience, strong communication, and the ability