Russell Tobin ยท 7 hours ago
Junior Financial Services Representative
Charlotte, NC
Contract
Hybrid
Entry Level
$18/hr - $20/hr
1+ years expRussell Tobin is a leading financial institution seeking a motivated recent graduate or early-career professional to join its team. The role involves acting as the primary point of contact for customers, processing financial transactions, and educating clients on services and products.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Mirela Piniani Zamper
Responsibilities
Act as the primary point of contact for customers, handling inquiries via phone, online, or in person
Process routine financial transactions and account service requests accurately and timely
Open, close, and maintain customer accounts
Troubleshoot service issues, resolve discrepancies, and escalate complex cases as needed
Educate clients on products, systems, procedures, and self-service tools
Manage high-volume inbound and outbound calls and document all interactions for compliance
Qualification
Required
Bachelor's Degree (Business, Finance, Economics, or Communication preferred)
+1 year of relevant experience; Prior customer service or financial services experience
Strong customer service and communication skills
Ability to learn quickly and navigate multiple systems
Strong problem-solving skills in a fast-paced environment
Reliable high-speed internet for remote work
Preferred
Interest in long-term growth and permanent placement
Willingness to pursue FINRA licensing
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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