Customer Service Representative – Financial Services

Job Description – Customer Service Representative – Financial Services (04D9A)

As a Customer Service Representative - Financial Services
, working onsite in Charlotte, NC, you’ll be part of bringing humanity to business.

You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start‑up with more than 150 years of experience.

Do you have a passion for helping others navigate their online banking needs? Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.

• Answer questions about products via phone while providing website navigation support and assisting with the application process
• Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
• Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
• Participate in projects or process improvements to drive operational excellence

• 1 year of customer service experience
• High school diploma or equivalent
• Recognize, apply and explain your product or service knowledge
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

• Supportive of your career and professional development
• An inclusive culture and community‑minded organization where giving back is encouraged
• A global team of curious lifelong learners guided by our company values
• Base wage of $19 per hour plus performance bonus opportunities
• A healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives

We’re committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam‑enabled engagement and coaching, on into thousands of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers.

You’ll report to a team lead. We are regularly hiring for this role and you’ll contribute to the success of the customer experience and the overall success of the team.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.