Customer Service Representative
Russell Tobin, Charlotte, North Carolina, United States, 28245
Job Title: Customer Service Representative
Job Type: W2 Contract
Location: Charlotte, NC - 28202
Schedule: M-F, 40 hours per week (Remote on Friday’s)
Pay Rate: $ 20.28 / hour
Interviews: Onsite, February 2nd – 13th (30 minutes)
Key Responsibilities
Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.
Required Qualifications
Education: High school or GED
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
Strong written and verbal communication skills
High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Ability to navigate multiple systems and resources on a phone call with ease
Demonstrated ability managing multiple priorities in a fast-paced environment
Demonstrated skill troubleshooting, identifying, and resolving root cause issues
Home access to high-speed internet with speeds sufficient to support the responsibilities of the role
Preferred Qualifications
Product-specific or financial services industry experience
Desire to obtain a permanent position through demonstration of high-quality performance
Desire to become FINRA licensed as part of career development
Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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Job Type: W2 Contract
Location: Charlotte, NC - 28202
Schedule: M-F, 40 hours per week (Remote on Friday’s)
Pay Rate: $ 20.28 / hour
Interviews: Onsite, February 2nd – 13th (30 minutes)
Key Responsibilities
Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.
Required Qualifications
Education: High school or GED
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
Strong written and verbal communication skills
High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Ability to navigate multiple systems and resources on a phone call with ease
Demonstrated ability managing multiple priorities in a fast-paced environment
Demonstrated skill troubleshooting, identifying, and resolving root cause issues
Home access to high-speed internet with speeds sufficient to support the responsibilities of the role
Preferred Qualifications
Product-specific or financial services industry experience
Desire to obtain a permanent position through demonstration of high-quality performance
Desire to become FINRA licensed as part of career development
Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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