Job Description
Join our dynamic team at Charlotte Financial Services as a Customer Service Specialist! We're seeking passionate individuals to deliver exceptional client experiences while supporting both full-time and part-time schedules. Enjoy competitive pay, comprehensive benefits, and a collaborative work environment in the heart of Charlotte's thriving business district. Whether you're a recent graduate or an experienced professional, we offer growth opportunities and flexible scheduling to fit your lifestyle.
Responsibilities
- Handle inbound customer inquiries via phone, email, and chat with professionalism and empathy
- Resolve account issues and provide accurate financial information using proprietary systems
- Collaborate with cross-functional teams to ensure seamless service delivery
- Document all interactions and maintain detailed client records in CRM platforms
- Identify upsell opportunities and contribute to revenue growth initiatives
- Participate in ongoing training to stay updated on products and compliance standards
Qualifications
- High school diploma or equivalent; associate's degree preferred
- 1+ years of customer service experience in financial services or related field
- Exceptional communication skills with ability to explain complex concepts simply
- Proficiency in CRM software and Microsoft Office Suite
- Strong problem-solving abilities and attention to detail
- Ability to work flexible hours including evenings and weekends as needed