Customer Service Specialist — Financial Solutions

PLS; Charlotte (NC); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k)

Vacation

Opportunities for advancement

Ongoing training

Job summary

A leading financial services provider in Charlotte, NC, is seeking a Customer Service Representative. The role requires delivering exceptional service, educating customers on products, and ensuring compliance with regulations. Ideal candidates will have prior customer service experience, a strong attention to detail, and the ability to work flexible hours, including evenings and weekends. Benefits include medical, 401(k), and opportunities for advancement within the company.

Qualifications

• Previous customer service experience preferred in hospitality, financial services, retail or restaurant.
• Ability and willingness to engage with customers.
• Must be honest and have integrity.

Responsibilities

• Provide outstanding customer service to ensure repeat business.
• Educate customers on products and services.
• Maintain a balanced cash drawer and complete transactions accurately.

Skills

Customer service experience

English fluency

Attention to detail

Multi-tasking ability

Professional demeanor

Job description

A leading financial services provider in Charlotte, NC, is seeking a Customer Service Representative. The role requires delivering exceptional service, educating customers on products, and ensuring compliance with regulations. Ideal candidates will have prior customer service experience, a strong attention to detail, and the ability to work flexible hours, including evenings and weekends. Benefits include medical, 401(k), and opportunities for advancement within the company.