Customer Service Representative – Financial Services

About the Team

TTEC is a global consulting, technology, and managed services company dedicated to helping brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day, starting with the talent behind the experience. We are proud to be an equal opportunity employer 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 delivering amazing service, technology, and humanity, ensuring all employees feel valued, belonging, and comfortable being their authentic selves at work.

About the Role

As a Customer Service Representative - Financial Services working onsite in Charlotte, NC, you will be part of bringing humanity to business. You will 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. Your role is to be the difference between a customer's experience being just average or exceptional. Whether answering questions about products via phone, providing website navigation support, assisting with the application process, or consulting on products, you will navigate customers' online banking needs with a smile.

You will report to a Team Lead and contribute to the success of the customer experience and the overall success of the team. We are regularly hiring for this role, and our purpose, team, and company culture are amazing, as recognized by our Great Place to Work® certification in the United States.

Your Journey with TTEC

We are 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, into thousands of free courses to support your career growth wherever that may take you, we support your professional development. We know that you bring 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.

Application Instructions

Your potential has a place here with TTEC's award-winning employment experience. To learn more about our benefits, including PTO, tuition reimbursement, and health and wellness incentives, visit ttecjobs.com.

Equal Opportunity

TTEC embraces diversity as our strength, enabling us to view things from different vantage points. We are committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. 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.