Financial Services Support Specialist – Remote Training

Russell Tobin; Columbus (OH); Hybrid; USD 25,000 - 26,000; Full time

Benefits offered by this job

Healthcare coverage (medical, dental,

Vision plans

401(k) retirement savings

Life & disability insurance

Employee assistance program

Employee discounts

Job summary

Russell Tobin is hiring a Customer Support Representative in Columbus, OH. The role handles calls about brokerage accounts, assists with Cash Management products, and guides clients on online access and mobile apps.

The position starts with 4-5 weeks of fully remote training, followed by a hybrid schedule (3 days in-office, 2 days remote) after six months. A strong emphasis on accuracy and teamwork is noted.

Qualifications

• Recent Graduate (Bachelor or Associate)
• 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 skills

Customer service

Multitasking

Attention to detail

Learning new systems

Education

Bachelor's or Associate degree

Job description

Russell Tobin is hiring a Customer Support Representative in Columbus, OH. The role handles calls about brokerage accounts, assists with Cash Management products, and guides clients on online access and mobile apps.

The position starts with 4-5 weeks of fully remote training, followed by a hybrid schedule (3 days in-office, 2 days remote) after six months. A strong emphasis on accuracy and teamwork is noted.