Customer Service Representative – Financial Services

About the role

TTEC is a global consulting, technology, and managed services company dedicated to helping brands deliver smarter, more human customer experiences. This role is part of bringing humanity to business, supporting a leading financial services firm.

Responsibilities

• Provide white glove support to customers via phone and written communication
• Deliver clear and accurate information without giving investment advice
• Handle a range of financial service inquiries including accounts, transactions, transfers, and technical issues
• Navigate multiple systems and document interactions accurately to complete requests efficiently
• Analyze and resolve inquiries independently while managing multiple requests at once
• Prioritize tasks and follow through to ensure timely resolution of client needs
• Meet established goals for call quality, productivity, and schedule adherence
• Stay current on processes and products while contributing to team success and process improvements

Requirements

• 1 year of customer service experience
• High school diploma or equivalent
• Computer experience
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Qualifications

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!

Skills

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.

Benefits

A base wage of $19 per hour plus performance bonus opportunities. We have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives.

Visit https://www.ttecjobs.com/en/us-employee-benefits for more information.

About TTEC

TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day—and it starts with the talent behind the experience.

We are 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.

We embrace and are 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.