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Customer Service Representative

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Charlotte

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Responsibility:

  • Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners
  • Educate clients and advisors on systems, procedures, and self-service options
  • serve as a resource for company policies and product usability, escalating complex issues as needed
  • Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions
  • Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards
  • Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions
  • document all interactions in designated systems for tracking and compliance

Requirements:

  • High school or GED
  • 0-to-1-year relevant experience required
  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
  • Excellent customer service skills
  • Strong written and verbal communication skills
  • High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
  • Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
  • Ability to navigate multiple systems and resources on a phone call with ease
  • Demonstrated ability managing multiple priorities in a fast-paced environment
  • Demonstrated skill troubleshooting, identifying, and resolving root cause issues
  • Home access to high-speed internet with speeds sufficient to support the responsibilities of the role

Nice to have:

  • Previous customer service experience
  • Product-specific or financial services industry experience
  • Desire to obtain a permanent position through demonstration of high-quality performance
  • Desire to become FINRA licensed as part of career development
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 31, 2026

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