Customer Service Representative

My client, a reputable financial company, is hiring for a Customer Service Associate, with remote opportunity down the line!

• The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding Group Retirement products as well as variable life insurance products impacted by the financial markets.

• CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed.

• The CSR will be responsible for answering an average of 50-60 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals.

• Successful candidate will deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, After Call Work, and Adherence goals established by the department.

• The position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures.

• The candidate focus is on Customer Service/Contact Center experience with typing/writing and grammar skills to handle chats as well as calls.

• Desire to help others - Previous customer service experience (phone or face to face)

• Personality skills: someone who can work well within a team and has empathy

• Skill sets that have translated: call center, financial services experience, etc.

• Bachelor's Degree preferred, Associate's okay. High School Diploma required.

• A strong commitment to customers - prior customer service experience is a plus with superior customer service skills.

• Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills.

• Strong work ethic, demonstrates commitment, dedication, professionalism, highly engaged and involved in the job. Ability to work alone and with a team in a highly structured environment.

This is a Contract position based out of Charlotte, NC 28262.

The pay range for this position is $18.50 - $18.50/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life &AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Charlotte,NC 28262.

This position is anticipated to close on Oct 8, 2026.

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