Customer Service Representative
Russell Tobin, Charlotte, North Carolina, United States, 28245
Overview
Are you a recent graduate or early-career professional looking to launch your career in financial services? Weferf hiring
Financial Services Representatives
to join a well-established
Fortune 500 firm
in Charlotte, NC. This is a
full-time (40 hours/week)
opportunity offering hands-on experience, structured training, and long-term growth potential. Responsibilities
Serve as the primary point of contact for customers, resolving service issues and accurately documenting service requests Educate clients and advisors on systems, procedures, policies, and self-service tools Respond to customer inquiries across multiple systems with accuracy and professionalism Process routine transactions and account service requests via web or paper forms, meeting established service standards Handle high-volume inbound and outbound calls while documenting all interactions for tracking and compliance Collaborate with internal partners to resolve complex or escalated issues Qualifications
High school diploma or GED (Associates or Bachelor preferred) 0 9 year of relevant experience (ideal for recent graduates) Excellent written and verbal communication skills Exposure to financial services or product-specific environments Interest in long-term growth and potential permanent placement Desire to pursue FINRA licensing as part of career development Apply
This is a fantastic opportunity to break into financial services with a respected Fortune 500 organization. Apply now or message me directly to learn more!
#J-18808-Ljbffr
Are you a recent graduate or early-career professional looking to launch your career in financial services? Weferf hiring
Financial Services Representatives
to join a well-established
Fortune 500 firm
in Charlotte, NC. This is a
full-time (40 hours/week)
opportunity offering hands-on experience, structured training, and long-term growth potential. Responsibilities
Serve as the primary point of contact for customers, resolving service issues and accurately documenting service requests Educate clients and advisors on systems, procedures, policies, and self-service tools Respond to customer inquiries across multiple systems with accuracy and professionalism Process routine transactions and account service requests via web or paper forms, meeting established service standards Handle high-volume inbound and outbound calls while documenting all interactions for tracking and compliance Collaborate with internal partners to resolve complex or escalated issues Qualifications
High school diploma or GED (Associates or Bachelor preferred) 0 9 year of relevant experience (ideal for recent graduates) Excellent written and verbal communication skills Exposure to financial services or product-specific environments Interest in long-term growth and potential permanent placement Desire to pursue FINRA licensing as part of career development Apply
This is a fantastic opportunity to break into financial services with a respected Fortune 500 organization. Apply now or message me directly to learn more!
#J-18808-Ljbffr