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Russell Tobin · 1 day ago

Customer Service Representative

Charlotte, NC

Contract

Onsite

New Grad, Entry Level

$20/hr - $20.28/hr

0+ years exp

Russell Tobin is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. They are seeking a Customer Service Representative to act as the primary point of contact for customers, troubleshoot service issues, and educate clients on systems and procedures.

ConsultingHuman ResourcesLegalStaffing Agency

Hiring Manager

Lorraine D'souza

Responsibilities

Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners

Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed

Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions

Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards

Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance

Qualification

Customer service skillsCommunication skillsTroubleshooting skillsMulti-tasking abilityLearning agilityFinancial services experience

Required

Education: High school or GED

0-to-1-year relevant experience required

Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience

Excellent customer service skills

Strong written and verbal communication skills

High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls

Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner

Ability to navigate multiple systems and resources on a phone call with ease

Demonstrated ability managing multiple priorities in a fast-paced environment

Demonstrated skill troubleshooting, identifying, and resolving root cause issues

Home access to high-speed internet with speeds sufficient to support the responsibilities of the role