Operations Support Specialist

Russell Tobin; South Jordan (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

Employee Assistance Program

Legal support

Auto insurance

Home insurance

Pet insurance

Employee discounts

Job summary

Russell Tobin is seeking detail-oriented professionals to join an Operations Support team that assists clients through sensitive inheritance and beneficiary account transitions. This role requires empathy, strong communication, and excellence in service delivery while handling multiple cases with discretion.

You will collaborate with clients, beneficiaries, advisors, and internal teams, ensuring accurate documentation and timely processing in a high-volume, regulated setting.

Qualifications

• Previous experience in customer service, banking operations, financial services, call center, or client support preferred.
• Strong communication, organization, and problem-solving skills.
• Ability to multitask and manage deadlines in a fast-paced environment.
• Detail-oriented with strong follow-up and documentation skills.
• Comfortable working with internal systems and Microsoft Office applications.

Responsibilities

• Provide high-touch client support throughout inheritance and beneficiary account processes
• Handle inbound and outbound communication with clients, beneficiaries, advisors, and internal teams
• Assist with account transitions, asset transfers, estate-related requests, and documentation processing
• Deliver empathetic, professional, and timely customer service while managing sensitive financial matters
• Research and resolve account issues accurately and efficiently
• Maintain detailed case documentation and update internal systems accordingly
• Ensure compliance with company policies, verification procedures, and regulatory guidelines
• Manage a high-volume caseload in a fast-paced operations environment

Skills

Customer service

Banking operations

Financial services

Communication

Organization

Problem-solving

Multitasking

Documentation

Microsoft Office

Tools

Microsoft Office

Job description

Are you experienced in financial services, banking operations, or client support and ready to grow your career with a leading financial institution?

Russell Tobin is seeking detail-oriented and compassionate professionals to join a fast-paced Operations Support team supporting clients through sensitive account transitions and inheritance processes. This is an excellent opportunity for candidates who thrive in client-facing environments, enjoy problem-solving, and can manage multiple cases while delivering exceptional service and professionalism.

Key Responsibilities:

• Provide high-touch client support throughout inheritance and beneficiary account processes
• Handle inbound and outbound communication with clients, beneficiaries, advisors, and internal teams
• Assist with account transitions, asset transfers, estate-related requests, and documentation processing
• Deliver empathetic, professional, and timely customer service while managing sensitive financial matters
• Research and resolve account issues accurately and efficiently
• Maintain detailed case documentation and update internal systems accordingly
• Ensure compliance with company policies, verification procedures, and regulatory guidelines
• Manage a high-volume caseload in a fast-paced operations environment

Qualifications:

• Previous experience in customer service, banking operations, financial services, call center, or client support preferred
• Strong communication, organization, and problem-solving skills
• Ability to multitask and manage deadlines in a fast-paced environment
• Detail-oriented with strong follow-up and documentation skills
• Comfortable working with internal systems and Microsoft Office applications

What We Offer

Pride Global offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision coverage
• Supplemental insurance (accident, critical illness, and hospital indemnity)
• 401(k) retirement savings plan
• Life and disability insurance
• Employee Assistance Program (EAP)
• Legal support services
• Auto, home, and pet insurance options
• Employee discounts with preferred vendors

More about us:

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, ancestry, disability, medical condition, marital status, sex, gender identity, age, sexual orientation, veteran status, or any other protected characteristic under applicable law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable laws and ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require accommodation during the application or interview process, please contact us.

#Hiring #OperationsSupport #FinancialServices #CustomerSupport #ClientServices #BankingJobs #HybridJobs #MorganStanley #ETrade #RussellTobin #PrideGlobal