Financial Analyst

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.

Qualification:

• 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 is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

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.