Customer Service Representative – Financial Services

Your potential has a place here with TTEC’s award-winning employment experience. As a Customer Service Representative - Financial Services, working onsite in Charlotte, NC you’ll be a part of bringing humanity to business. #experienceTTEC.

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.

Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!

What You’ll be Doing

Do you have a passion for helping others navigate through 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.

During a Typical Day, You’ll

• 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

What You Bring to the Role

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

What You Can Expect

• 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
• And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives

Visit https://www.ttecjobs.com/en/us-employee-benefits for more information.

A Bit More About Your Role

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 1000s 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. Our TTEC community is here for you as one dynamic, global family.

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

About TTEC

TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day—and it starts with the talent behind the experience.

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. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.