Account Specialist jobs in United States
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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.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Eliana Costa Lisboa
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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

Financial services experienceCustomer service experienceService-oriented mindsetProactive attitudeAttention to detail

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

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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Company data provided by crunchbase