Financial Services Representative jobs in United States
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Russell Tobin · 21 hours ago

Financial Services Representative

positionCharlotte, NC
timeContract
remoteHybrid
seniorityNew Grad, Entry Level
money$20/hr - $20/hr
date0+ years exp

Russell Tobin is a Fortune 500 Financial Services Firm based in Charlotte, NC. They are seeking an Entry-Level Financial Services Representative to provide customer service support and assist clients with their inquiries and transactions.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Yasmim Carvalho
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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

Customer service mindsetWritten communication skillsVerbal communication skillsLearning agilityProblem-solving skillsMultitasking skillsNavigating multiple systemsExplaining policies clearly

Required

High school diploma or GED (Associates or Bachelor preferred)
0–1 year of relevant experience (ideal for recent graduates)
Strong customer service mindset
Excellent written and verbal communication skills
High learning agility and ability to grasp complex information quickly
Ability to explain policies and concepts in a clear, simple manner
Comfort navigating multiple systems while on live calls
Strong multitasking and problem-solving skills in a fast-paced environment
Reliable high-speed internet suitable for remote work

Preferred

Previous customer service experience
Exposure to financial services or product-specific environments
Interest in long-term career growth and permanent placement
Desire to obtain FINRA licensing as part of professional development

Benefits

Full-time employment (40 hours/week)
Hybrid schedule: Work from home on Fridays
Structured training and ongoing development
Career path toward permanent placement and FINRA licensing
Supportive, team-oriented environment

Company

Russell Tobin

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Glassdoor3.2
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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
dateFounded in 2010
location
New York, New York, USA
people-size201-500 employees
web-link
http://russelltobin.com

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