Financial Services Support Specialist - Hybrid Role

Russell Tobin; Columbus (OH); Hybrid; USD 22,000 - 31,000; 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 Columbus, Ohio, to respond to brokerage inquiries and assist clients with cash management and online access. The role begins with 4–5 weeks of fully remote training, followed by a hybrid schedule of in-office and remote work after six months.

The ideal candidate has a college degree or contact center experience, strong communication and customer service skills, and the ability to multitask while maintaining accuracy in a dynamic

Qualifications

• College degree or previous contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.
• Ability to learn new systems, processes, and financial products quickly.

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

Customer Service

Education

College degree

Job description

Russell Tobin is hiring a Customer Support Representative in Columbus, Ohio, to respond to brokerage inquiries and assist clients with cash management and online access. The role begins with 4–5 weeks of fully remote training, followed by a hybrid schedule of in-office and remote work after six months.

The ideal candidate has a college degree or contact center experience, strong communication and customer service skills, and the ability to multitask while maintaining accuracy in a dynamic