Financial Services Customer Support Specialist (Hybrid)

Russell Tobin; Columbus (OH); Hybrid; USD 51,577,000 - 55,104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement

Life & disability insurance

Employee assistance program

Legal support

Insurance (auto, home, pet)

Job summary

Russell Tobin is helping a leading financial services client hire a Customer Service Representative in Columbus, OH to handle inbound brokerage client calls and support online banking and mobile app inquiries. Pay rate ranges from $18.00 to $19.17 per hour with fully remote training for the first 4–5 weeks, followed by a hybrid schedule (3 days onsite, 2 days remote) after six months.

Ideal candidates have a college degree or prior contact center experience, strong communication skills, and the

Qualifications

• College degree or prior contact center experience preferred.
• Strong customer service and communication skills.
• Ability to handle a high volume of inbound calls while maintaining accuracy.
• Comfortable working in a fast-paced, team-oriented environment.
• Financial services or brokerage experience is a plus.
• Strong computer skills and ability to navigate multiple systems.

Responsibilities

• Handle inbound calls from brokerage clients regarding their accounts and financial service needs.
• Assist clients with brokerage cash management products and services.
• Provide support for online banking and mobile app inquiries.
• Respond to general account and financial service questions with accuracy and efficiency.
• Research and resolve client inquiries while meeting department performance metrics.
• Provide professional, high-quality service in a fast-paced financial services environment.
• Multitask and adapt quickly to changing priorities and client needs.
• Collaborate with team members to provide a consistent, world-class client experience.

Skills

Customer service

Communication skills

Multi-tasking

Team-oriented

Education

College degree

Contact center experience

Tools

CRM systems

Job description

Russell Tobin is helping a leading financial services client hire a Customer Service Representative in Columbus, OH to handle inbound brokerage client calls and support online banking and mobile app inquiries. Pay rate ranges from $18.00 to $19.17 per hour with fully remote training for the first 4–5 weeks, followed by a hybrid schedule (3 days onsite, 2 days remote) after six months.

Ideal candidates have a college degree or prior contact center experience, strong communication skills, and the