Call Center Representative - Banking and Finance

Russell Tobin; Charlotte (NC); On-site; USD 27,552 - 27,937; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) retirement savings

Employee assistance program

Employee discounts with preferred vendors

Job summary

A leading global financial services firm is seeking a Customer Service Representative in Charlotte, NC. This role involves acting as the primary contact for customers, resolving service issues, and processing transactions. Candidates should have a high school diploma and strong communication skills. The opportunity offers competitive compensation along with a comprehensive benefits package including healthcare coverage and retirement plans.

Qualifications

• Ability to navigate multiple systems easily during calls.
• Home access to high-speed internet suitable for job responsibilities.

Responsibilities

• Act as primary point of contact for customers and troubleshoot service issues.
• Educate clients on systems and procedures; serve as a resource.
• Respond to customer inquiries across multiple systems.

Skills

Strong written and verbal communication skills

High learning agility

Ability to explain complex policies

Experience in a fast-paced environment

Troubleshooting skills

Education

High school or GED

Job description

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

Job Description

Key Responsibilities

• 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.

Required Qualifications

• 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

Preferred Qualifications

• 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

Why Join Us

• 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.”