Entry-Level Financial Services Support Specialist

Russell Tobin; South Jordan (UT); Hybrid; USD 29,000 - 32,000; Full time

Job summary

Russell Tobin is recruiting a Customer Support Representative in South Jordan, UT for a leading financial services client. The role starts with 4–5 weeks of fully remote training, followed by a hybrid schedule of 3 days in the office and 2 days remote after six months.

You will respond to inquiries about brokerage accounts, assist with Cash Management products, and help customers navigate online access and mobile apps.

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.

Skills

College degree

Contact center

Communication

Multitasking

Team-oriented

Learning systems

Education

College degree

Job description

Russell Tobin is recruiting a Customer Support Representative in South Jordan, UT for a leading financial services client. The role starts with 4–5 weeks of fully remote training, followed by a hybrid schedule of 3 days in the office and 2 days remote after six months.

You will respond to inquiries about brokerage accounts, assist with Cash Management products, and help customers navigate online access and mobile apps.