Financial Services Representative

Russell Tobin; Minneapolis (MN); On-site; USD 26,174 - 27,552; Full time

Benefits offered by this job

Healthcare coverage

Supplemental insurance

401(k) plan

Life and disability insurance

Employee Assistance Program (EAP)

Legal support

Auto and home insurance

Pet insurance

Employee discounts with vendors

Job summary

Russell Tobin is seeking a motivated candidate to support clients and internal teams in a fast-paced financial services setting. The role emphasizes strong communication, customer service, and relationship-building skills to resolve web-based tool issues, manage accounts, and maintain accurate records.

Responsibilities include serving as the primary contact for clients and advisors, troubleshooting technical issues, documenting interactions for compliance, and helping implement new systems while

Qualifications

• Bachelor's or Associate's degree preferred.
• Strong customer service, communication, and interpersonal skills.
• Excellent organizational, time management, and multitasking abilities.
• Proficiency in Microsoft Office and web-based applications.
• Ability to troubleshoot basic technical issues and learn new systems quickly.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Ability to work in a fast-paced, high-volume environment while managing multiple priorities.
• Customer-focused mindset with the ability to build professional relationships and deliver an exceptional client experience.

Responsibilities

• Serve as the primary point of contact for clients and advisors, providing support for web-based tools, account-related requests, and technical inquiries through a high-volume inbound phone queue.
• Build and maintain strong client relationships by delivering professional, timely, and customer-focused communication while educating users on web-based tools, systems, and company procedures.
• Identify, troubleshoot, and resolve a wide range of web-based application and technical issues, escalating complex cases to technical support teams and coordinating resolutions as needed.
• Process account updates, maintain accurate client records, and ensure all interactions, issue details, and resolutions are properly documented for tracking and compliance purposes.
• Assist with account maintenance, operational support, and the implementation of new systems or process changes that may impact client experience or call volume.
• Develop a strong understanding of company systems, web-based applications, processes, products, and best practices to effectively support clients and advisors.
• Coordinate with internal teams to resolve client issues efficiently while providing regular status updates throughout the resolution process.
• Monitor account activity and ensure compliance with company policies, procedures, and documentation standards.
• Manage a high-volume workload while prioritizing multiple requests and maintaining exceptional attention to detail and service quality.
• Deliver outstanding customer service by providing guidance, resolving issues, and promoting efficient self-service through education and support.

Skills

Communication

Customer service

Interpersonal skills

Organization

Time management

Multitasking

Microsoft Office

Web-based applications

Troubleshooting

Learning quickly

Attention to detail

Analytical thinking

Problem solving

Education

Bachelor's or Associate's degree preferred

Tools

Microsoft Office

Web-based tools

Job description

A leading financial institution is seeking a motivated recent graduate or experienced candidate with strong communication, customer service, and relationship-building skills. This is an excellent opportunity to start your career in a fast-paced financial services environment while supporting clients and internal business operations.

Salary Range: $19-20/hour

Key Responsibilities

• Serve as the primary point of contact for clients and advisors, providing support for web-based tools, account-related requests, and technical inquiries through a high-volume inbound phone queue.
• Build and maintain strong client relationships by delivering professional, timely, and customer-focused communication while educating users on web-based tools, systems, and company procedures.
• Identify, troubleshoot, and resolve a wide range of web-based application and technical issues, escalating complex cases to technical support teams and coordinating resolutions as needed.
• Process account updates, maintain accurate client records, and ensure all interactions, issue details, and resolutions are properly documented for tracking and compliance purposes.
• Assist with account maintenance, operational support, and the implementation of new systems or process changes that may impact client experience or call volume.
• Develop a strong understanding of company systems, web-based applications, processes, products, and best practices to effectively support clients and advisors.
• Coordinate with internal teams to resolve client issues efficiently while providing regular status updates throughout the resolution process.
• Monitor account activity and ensure compliance with company policies, procedures, and documentation standards.
• Manage a high-volume workload while prioritizing multiple requests and maintaining exceptional attention to detail and service quality.
• Deliver outstanding customer service by providing guidance, resolving issues, and promoting efficient self-service through education and support.

Qualifications

• Bachelor's or Associate's degree preferred.
• Strong customer service, communication, and interpersonal skills.
• Excellent organizational, time management, and multitasking abilities.
• Proficiency in Microsoft Office and web-based applications.
• Ability to troubleshoot basic technical issues and learn new systems quickly.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Ability to work in a fast-paced, high-volume environment while managing multiple priorities.
• Customer-focused mindset with the ability to build professional relationships and deliver an exceptional client experience.

• comprehensive healthcare coverage (medical, dental, and vision)
• supplemental insurance (accident, critical illness, and hospital indemnity)
• a 401(k) retirement savings plan
• life and disability insurance
• an Employee Assistance Program (EAP)
• legal support
• auto and home insurance
• pet insurance
• employee discounts with preferred vendors