Hybrid Client Solutions Specialist

Russell Tobin; South Jordan (UT); Hybrid; USD 28,000 - 29,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts

Employee assistance program

Job summary

Russell Tobin is seeking a Client Relations Representative for a hybrid role (3 days on-site, 2 days remote). You will handle client complaints, coordinate with internal teams, and craft professional client communications within regulatory guidelines.

Requirements include a relevant degree or equivalent experience, excellent written/verbal skills, and a detail-oriented, multitasking mindset. Experience in financial services or client relations is a plus, with a strong focus on regulatory

Qualifications

• Bachelor’s degree preferred; relevant work experience may be considered in lieu of a degree.
• Excellent written and verbal communication skills with strong grammar and composition.
• Strong organizational skills with exceptional attention to detail.
• Self-motivated with ability to manage multiple priorities independently.
• Proficiency with Microsoft Word and Outlook.
• Experience in banking, brokerage, financial services, or operations is a plus.
• Experience with complaint resolution or client relations is preferred.

Responsibilities

• Research and respond to operational client complaints while ensuring compliance with internal policies and regulatory requirements.
• Partner with operations teams, management, and business partners to investigate and resolve client issues.
• Prepare clear, accurate, and professional written correspondence to clients.
• Provide phone support for client inquiries as part of the team’s coverage schedule.
• Support operational processes, including settlement activities and privacy-related requests.
• Maintain accurate records and documentation throughout the complaint resolution process.
• Participate in special projects and process improvement initiatives as assigned.
• Build strong relationships across departments to deliver exceptional client service.

Skills

Written communication

Verbal communication

Organizational skills

Multitasking

Customer service

Relationship-building

Regulatory exposure

Education

Bachelor’s degree in Finance/ Economics/ English/ Communications/ Business

Tools

Microsoft Word

Outlook

Job description

Russell Tobin is seeking a Client Relations Representative for a hybrid role (3 days on-site, 2 days remote). You will handle client complaints, coordinate with internal teams, and craft professional client communications within regulatory guidelines.

Requirements include a relevant degree or equivalent experience, excellent written/verbal skills, and a detail-oriented, multitasking mindset. Experience in financial services or client relations is a plus, with a strong focus on regulatory