Financial Services Support Specialist (Hybrid Post-Training)

Russell Tobin; Columbus (OH); Hybrid; USD 26,000 - 28,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is seeking a Customer Support Representative in Columbus, OH. This role starts with 4-5 weeks of fully remote training and transitions after six months to a hybrid schedule with three days in-office and two days remote.

Responsibilities include handling brokerage account inquiries, assisting with Brokerage Cash Management products, and guiding customers through online accounts and mobile apps. A college degree or prior contact center experience is required.

Qualifications

• Bachelor's degree or previous contact center experience.
• Strong communication and customer service skills.
• 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

Customer service

Communication skills

Multitasking

Education

College degree

Job description

Russell Tobin is seeking a Customer Support Representative in Columbus, OH. This role starts with 4-5 weeks of fully remote training and transitions after six months to a hybrid schedule with three days in-office and two days remote.

Responsibilities include handling brokerage account inquiries, assisting with Brokerage Cash Management products, and guiding customers through online accounts and mobile apps. A college degree or prior contact center experience is required.