Customer Service Representative – Financial Services

TTEC
📍 Charlotte, NC, United States 💼 Full-time 🕒 Posted June 04, 2026

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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Job Details

  • Location Charlotte, NC
  • Job Type Full-time
  • Category other-general
  • Posted Date June 04, 2026
  • Application Deadline June 09, 2026