Customer Service Representative – Financial Services

3 months ago


Concord, United States TTEC Full time

Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Customer Service Representative - Financial Services, working onsite in Concord, 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 www.hellottecbenefits.com 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.



  • Concord, New Hampshire, United States Fidelity National Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Fidelity National Financial. As a Sales Support Specialist, you will play a critical role in assisting Sales Executives with the processing of contract orders, resales, transfers, and renewals via telephone and Zendesk tickets.Key...


  • Concord, United States VXI Global Solutions Full time

    VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...


  • Concord, North Carolina, United States TTEC Full time

    Be the Spark that Brightens DaysAt TTEC, we're committed to delivering exceptional customer experiences. As a Customer Service Representative - Financial Services, you'll be part of a dynamic team that brings humanity to business. You'll provide top-notch support to customers of an asset and wealth management company, combining the entrepreneurial spirit of...


  • Concord, New Hampshire, United States Chad Love Services Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Call Center team, you will be responsible for delivering exceptional service to our customers, resolving issues, and promoting our brand.Responsibilities:Respond to customer inquiries and resolve issues in...


  • Concord, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is excited to partner with a reputable organization based in Concord, NH, in their search for multiple Customer Relations Representatives. This position is key to maintaining and enhancing relationships with the company's customers by providing outstanding service and support in addressing issues related to...


  • Concord, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking to bring onboard a Customer Service Representative in Concord, Massachusetts. The role involves providing assistance to students, managing various communication methods, and ensuring the smooth running of administrative tasks. The position is based at a physical location and falls under the contract to hire...


  • Concord, United States TMX Finance Family of Companies Full time

    Overview At California Check Cashing Stores, we're more than a financial service provider; we're a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring...


  • Concord, United States Ultimate Staffing Services Full time

    Job DescriptionJob DescriptionPay: $21.00 - $23.00/hour (based on experience)Hours: Monday - Friday, 8:50 AM - 5:00 PM (37.5 hour work week)Location: Concord, NH (100% on-site)Our client is seeking a dedicated Customer Service Representative with solid office experience, including phone-based customer support. Medical or Dental industry preferred but not...


  • Concord, North Carolina, United States Jeff Rush - State Farm Agent Full time

    Job DescriptionPosition OverviewA successful State Farm Agent is seeking a qualified professional to join their team as a Customer Relations Representative. This role involves helping our business grow through value-based conversations and remarkable customer experiences.ResponsibilitiesUse a customer-focused review process to educate customers about...


  • Concord, New Hampshire, United States Domino's Pizza LLC Full time

    Customer Service RepresentativeAt Domino's Pizza LLC, we're looking for a skilled Customer Service Representative to join our team. As a Customer Service Representative, you'll be responsible for:Greeting CustomersProviding a Positive ExperienceTaking OrdersCleaning and Maintaining the StoreEnsuring Orders are Organized and AccurateAs a Customer Service...


  • Concord, United States Ultimate Staffing Full time

    Pay: $21.00 - $23.00/hour (based on experience)Hours: Monday - Friday, 8:50 AM - 5:00 PM (37.5 hour work week)Location: Concord, NH (100% on-site) Our client is seeking a dedicated Customer Service Representative with solid office experience, includi Customer Service Representative, Customer Service, Business Operations, Representative, Retail, Staffing


  • Concord, North Carolina, United States Domino's Pizza LLC Full time

    Domino's Pizza LLC: Customer Service RepresentativeWe are seeking a skilled and friendly Customer Service Representative to join our team at Domino's Pizza LLC. As a key member of our front-of-house team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet customers...


  • Concord, New Hampshire, United States Circle K Full time

    Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Concord, New Hampshire, United States Global Channel Management Full time

    About the JobCustomer Call Center RepresentativeWe are seeking a skilled Customer Call Center Representative to join our team at Global Channel Management. The ideal candidate will have 1+ years of experience in a call center environment and possess excellent communication and problem-solving skills.Key Responsibilities:Respond to customer inquiries and...


  • Concord, New Hampshire, United States Global Channel Management Full time

    About the JobCustomer Call Center RepresentativeWe are seeking a highly skilled Customer Call Center Representative to join our team at Global Channel Management. As a key member of our customer service team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries and...


  • Concord, New Hampshire, United States U-Haul Full time

    Customer Service RepresentativeU-Haul is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Responsibilities:Assist customers...


  • Concord, United States Circle K Full time

    Circle K - 4930 Davidson Hwy [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment...


  • Concord, California, United States Taymax Group Full time

    Member Services Representative Job DescriptionWe are seeking a highly skilled and customer-focused Member Services Representative to join our team at Taymax Group. This role is responsible for delivering exceptional customer service to our members, prospective members, and guests, ensuring a positive and welcoming experience at our fitness centers.Key...


  • Concord, California, United States Suburban Propane Full time

    Customer Service Representative - Propane IndustryWe are seeking a highly skilled Customer Service Representative to join our team in the propane industry. As a key member of our customer service team, you will be responsible for providing exceptional customer service, handling inbound and outbound calls, and performing administrative tasks to ensure the...


  • Concord, New Hampshire, United States FedEx Full time

    FedEx is seeking a Customer Service Representative to join their team. As a key member of the retail team, you will be responsible for providing exceptional customer service and support to customers in a fast-paced retail environment. Key responsibilities include:Key Responsibilities:Assist customers with their inquiries and resolve issues in a timely and...