Financial Services Support Specialist - Hybrid/Remote Training

Russell Tobin; South Jordan (UT); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) retirement

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is seeking a Customer Support Representative in South Jordan, UT, to respond to calls about brokerage accounts, assist with Cash Management products, and help clients access their online accounts and mobile app.

The role begins with 4–5 weeks of fully remote training, transitioning after six months to a hybrid schedule in-office three days a week and two days remote, in a fast-paced financial services environment.

Qualifications

• Recent graduate with a bachelor’s or associate degree.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable in a dynamic, team-oriented financial services environment.
• Ability to quickly learn new systems and financial products.

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

Multitasking

Education

Bachelor's or Associate degree

Job description

Russell Tobin is seeking a Customer Support Representative in South Jordan, UT, to respond to calls about brokerage accounts, assist with Cash Management products, and help clients access their online accounts and mobile app.

The role begins with 4–5 weeks of fully remote training, transitioning after six months to a hybrid schedule in-office three days a week and two days remote, in a fast-paced financial services environment.