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Customer Service Representative – Financial Services

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TTEC
📍 Charlotte, United States
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Location Charlotte
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Posted June 06, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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. #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 Da...

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📍 Location Details

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City
Charlotte
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Country
United States
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Commute
Local Area

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