Customer Service Representative - Financial Services
TTEC • North Carolina, Charlotte • Posted June 09, 2026
About the Role
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 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 naviga...