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Investment Specialist
Career Insights for Customer Service Representative (General)
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Scorecard
Based on Illinois data
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What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$36,983 / year median in Illinois
-13% projected decline
Job Description
Investment Specialist at Russell Tobin Investment Specialist at Russell Tobin in Schiller Park, Illinois Posted in about 16 hours ago.
Type:
full-time
Job Title:
Client Analyst Pay rate: $20-$25/hr Chicago , IL What are we looking for? - Client Analyst This is a Client Service / Investment Operations role supporting advisor teams and clients.
Top requirements:
Bachelor's degree 2-5 years of professional corporate experience Strong written and verbal communication Advanced working knowledge of Word, Excel, PowerPoint, and Outlook Highly organized and detail-oriented Comfortable working in a fast-paced environment under pressure Strong team collaboration skills Financial services experience is preferred, not required Key responsibilities Client onboarding: New client setup, data management, and contracting Meeting coordination: Schedule client/advisor meetings Investment account processing: Prepare, submit, track, and follow up on account applications through funding Tax season support: Organize tax data, track client consents, coordinate estimated payments, finalize returns, and support e-filing Internal coordination: Work with internal teams on account, Special Investments, and Private Equity requests Quality control: Track and report QC metrics Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Equal Employment Opportunity Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for
San Francisco Candidates:
Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.