Operations Support Specialist, Customer Service​/HelpDesk

Overview

Russell Tobin is seeking detail-oriented and compassionate professionals to join a fast-paced Operations Support team supporting clients through sensitive account transitions and inheritance processes. This is an excellent opportunity for candidates who thrive in client-facing environments, enjoy problem-solving, and can manage multiple cases while delivering exceptional service and professionalism.

• Training will be fully onsite
• After training, schedule becomes hybrid — 3 days onsite

• Provide high-touch client support throughout inheritance and beneficiary account processes
• Handle inbound and outbound communication with clients, beneficiaries, advisors, and internal teams
• Assist with account transitions, asset transfers, estate-related requests, and documentation processing
• Deliver empathetic, professional, and timely customer service while managing sensitive financial matters
• Research and resolve account issues accurately and efficiently
• Maintain detailed case documentation and update internal systems accordingly
• Ensure compliance with company policies, verification procedures, and regulatory guidelines
• Manage a high-volume caseload in a fast-paced operations environment

• Previous experience in customer service, banking operations, financial services, call center, or client support preferred
• Strong communication, organization, and problem-solving skills
• Ability to multitask and manage deadlines in a fast-paced environment
• Detail-oriented with strong follow-up and documentation skills
• Comfortable working with internal systems and Microsoft Office applications

Pride Global offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision coverage
• Supplemental insurance (accident, critical illness, and hospital indemnity)
• 401(k) retirement savings plan
• Life and disability insurance
• Employee Assistance Program (EAP)
• Legal support services
• Auto, home, and pet insurance options
• Employee discounts with preferred vendors

If you are looking to build your career within financial services while making a meaningful impact on the client experience, we encourage you to apply!

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, ancestry, disability, medical condition, genetic information, marital status, sex, gender identity, age, sexual orientation, veteran status, or any other protected characteristic under applicable law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable laws and ordinances.

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require accommodation during the application or interview process, please contact us.

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