Russell Tobin · 4 weeks ago
Account Specialist
Russell Tobin is a leading investment firm seeking a Client Service / Account Support Representative to support internal clients. The role involves engaging clients through phone calls, providing ongoing support throughout the account lifecycle, and delivering exceptional customer service while adhering to internal policies.
Responsibilities
Engage internal clients through inbound and outbound phone calls
Serve as initial and ongoing support throughout the account opening process and account lifecycle
Deliver world-class service while adhering to internal policies and procedures
Build strong relationships with internal clients by providing effective, compliant solutions
Address and resolve issues promptly and professionally
Adapt and thrive in an evolving, fast-paced environment
Qualification
Required
1–2 years of experience in financial services or customer service
Strong attention to detail and reliability
Service-oriented mindset with a proactive, self-starter attitude
Ability to work efficiently in a high-volume environment
Preferred
4-year college degree
Interest in long-term career development within financial services
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.