Job Overview:

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns

• Facilitate trade execution, answer client queries on accounts, portfolios and records

• De-escalate situations involving dissatisfied customers, offering patient assistance and support

• Guide callers through troubleshooting, navigating the company website or using the products or services

• Collaborate with other client services professionals and financial advisors to improve client experience

• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.

• Coordinate and process team specific tasks as requested by the business.

• Work across multiple systems and platforms.

• Interface with teams and businesses resolve on-going issues and answer specific policy questions.

• Provide support and work on special projects as requested.

• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.

• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

QUALIFICATIONS/REQUIREMENTS

• Bachelor's degree

• Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook)

• Highly organized with exceptional attention to detail and follow-through

• Strong ability to manage multiple projects with competing deadlines

• Proven analytical skills and problem solving ability

• Team player with positive attitude and strong work ethic

• Ability to work collaboratively with all levels of the organization

• Flexible and able to work well under pressure in a team environment

• Strong communication skills (written and verbal)

• Great active listening skills

• Exceptional interpersonal and rapport building skills

• Ability to work in a fast-paced environment

• Strong interest in client service

• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.

Benefits Disclosure:

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.