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

What You Can Expect

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. You'll contribute to the success of the customer experience and the overall success of the team.

About TTEC

Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.

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.