Financial Services Support Associate - Remote Training

Russell Tobin; South Jordan (UT); Hybrid; USD 26,000 - 34,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts with vendors

Job summary

Russell Tobin is hiring a Customer Support Representative in South Jordan, UT to handle calls about brokerage accounts and provide assistance with online access and mobile apps. The role begins with 4–5 weeks of fully remote training, then transitions to a hybrid schedule (3 days in-office, 2 days remote) after six months.

Requirements include a college degree or prior contact center experience, strong communication and customer service skills, and the ability to multitask with accuracy.

Qualifications

• College degree or prior contact center experience is required.
• Strong communication and customer service skills are essential.
• Ability to multitask while maintaining accuracy and attention to detail.

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

Communication skills

Customer service

Education

College degree or experience in contact center

Job description

Russell Tobin is hiring a Customer Support Representative in South Jordan, UT to handle calls about brokerage accounts and provide assistance with online access and mobile apps. The role begins with 4–5 weeks of fully remote training, then transitions to a hybrid schedule (3 days in-office, 2 days remote) after six months.

Requirements include a college degree or prior contact center experience, strong communication and customer service skills, and the ability to multitask with accuracy.