Russell Tobin · 16 hours ago
Customer Service Representative
Charlotte, NC
Contract
Hybrid
New Grad, Entry Level
$20/hr - $21/hr
0+ years expRussell Tobin is a Fortune 500 Financial Services Firm located in Charlotte, NC, seeking Financial Services Representatives. The role involves providing customer support, resolving service issues, and educating clients on various systems and procedures.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Yasmim Carvalho
Responsibilities
Serve as the primary point of contact for customers, resolving service issues and accurately documenting service requests
Educate clients and advisors on systems, procedures, policies, and self-service tools
Respond to customer inquiries across multiple systems with accuracy and professionalism
Process routine transactions and account service requests via web or paper forms, meeting established service standards
Handle high-volume inbound and outbound calls while documenting all interactions for tracking and compliance
Collaborate with internal partners to resolve complex or escalated issues
Qualification
Required
High school diploma or GED
0–1 year of relevant experience (ideal for recent graduates)
Strong customer service mindset
Excellent written and verbal communication skills
Preferred
Associates or Bachelor preferred
Exposure to financial services or product-specific environments
Interest in long-term growth and potential permanent placement
Desire to pursue FINRA licensing as part of career development
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
Company data provided by crunchbase