Call Center Representative - Banking and Finance

We are looking for a Customer Service Representative based in, Charlotte, NC for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job title: Customer Service Representative

Location: Charlotte, NC

Interview type: In-person

Pay rate: $20/hr - $20.28/hour

• Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
• Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
• Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
• Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
• Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.

• Education:
  
  High school or GED
• Post‑secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
• Strong written and verbal communication skills
• High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self‑study, group simulations, and demonstration through live calls
• Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
• Ability to navigate multiple systems and resources on a phone call with ease
• Demonstrated ability managing multiple priorities in a fast‑paced environment
• Demonstrated skill troubleshooting, identifying, and resolving root cause issues
• Home access to high‑speed internet with speeds sufficient to support the responsibilities of the role

• Product‑specific or financial services industry experience
• Desire to obtain a permanent position through demonstration of high‑quality performance
• Desire to become FINRA licensed as part of career development

• Opportunity to work with a reputable financial institution.
• Dynamic and collaborative work environment.
• Competitive compensation package and opportunities for career advancement.
• Be part of a team dedicated to delivering excellence in client service.

“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.”