What are the responsibilities and job description for the Contact Center Agent position at Russell Tobin?
We are currently hiring on behalf of a client for Client Support Service Professionals to manage inbound calls related to brokerage account inquiries. This role requires delivering accurate, efficient, and high-quality service while meeting key performance metrics in a fast-paced financial services environment.
The position includes supporting brokerage cash management products, assisting with online platforms (client website and mobile applications), and addressing general account or financial-related inquiries. The ideal candidate is professional, detail-oriented, and committed to delivering a world-class client experience.
Key Responsibilities
- Handle inbound client calls related to brokerage accounts and financial service inquiries
- Provide accurate information on account activity, transactions, and services
- Assist with online platform navigation and basic troubleshooting
- Resolve client issues or escalate when necessary
- Maintain professionalism and a customer-first approach in all interactions
- Document all interactions accurately in internal systems
- Meet performance metrics including quality, productivity, and customer satisfaction
Preferred Qualifications
- Bachelor’s degree, or
- Previous contact center or customer service experience
Required Skills & Competencies
- Strong communication skills (verbal and written)
- Ability to multitask and adapt in a fast-paced environment
- Problem-solving skills with strong attention to detail
- Customer-focused mindset with a professional approach
- Basic technical proficiency and ability to learn financial systems
Salary : $18 - $19