Russell Tobin
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This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range Direct message the job poster from Russell Tobin
⏰ Hours: Full-time, 8-hour shift within 8 AM – 6 PM
About the Role We are seeking a
Financial Representative
to join our team in Columbus. This role is ideal for candidates who thrive in a fast‑paced environment, enjoy problem‑solving, and are committed to delivering exceptional client service. You will play a key role in supporting field‑facing counterparts, processing financial requests, and ensuring compliance with firm policies and procedures.
Key Responsibilities
Provide world‑class customer service in all client and field interactions
Handle inbound requests in a fast‑paced environment
Troubleshoot mutual fund order entry and trade adjustment inquiries
Assist the field with mutual fund journal requests
Support new account openings, broker‑dealer changes, and rollover requests by providing proper documentation
Collaborate effectively in a high‑activity team environment while maintaining accuracy and attention to detail
Qualifications
Bachelor’s degree preferred or equivalent education/experience
Prior financial services experience required; mutual fund experience strongly preferred
Inbound call experience required
Strong interpersonal and client service skills with excellent written and verbal communication
Highly detail‑oriented with strong organizational and follow‑up skills
Ability to research, resolve, and expand service inquiries as needed
Proficiency with Microsoft Office Suite
Self‑motivated and adaptable to a high‑volume, team‑oriented environment
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Russell Tobin by 2x
#J-18808-Ljbffr
This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range Direct message the job poster from Russell Tobin
⏰ Hours: Full-time, 8-hour shift within 8 AM – 6 PM
About the Role We are seeking a
Financial Representative
to join our team in Columbus. This role is ideal for candidates who thrive in a fast‑paced environment, enjoy problem‑solving, and are committed to delivering exceptional client service. You will play a key role in supporting field‑facing counterparts, processing financial requests, and ensuring compliance with firm policies and procedures.
Key Responsibilities
Provide world‑class customer service in all client and field interactions
Handle inbound requests in a fast‑paced environment
Troubleshoot mutual fund order entry and trade adjustment inquiries
Assist the field with mutual fund journal requests
Support new account openings, broker‑dealer changes, and rollover requests by providing proper documentation
Collaborate effectively in a high‑activity team environment while maintaining accuracy and attention to detail
Qualifications
Bachelor’s degree preferred or equivalent education/experience
Prior financial services experience required; mutual fund experience strongly preferred
Inbound call experience required
Strong interpersonal and client service skills with excellent written and verbal communication
Highly detail‑oriented with strong organizational and follow‑up skills
Ability to research, resolve, and expand service inquiries as needed
Proficiency with Microsoft Office Suite
Self‑motivated and adaptable to a high‑volume, team‑oriented environment
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Russell Tobin by 2x
#J-18808-Ljbffr