Customer Service Representative

Charlotte, NC

Description

Customer Service Representative – Financial Services

Location: Remote (Service Center)

Employment Type: Full-Time

Industry: Financial Services

About the Role

Our Service Center is looking for motivated and customer-focused individuals to join our

team as Customer Service Representatives (CSRs) .

In this role, you will support clients and financial professionals with

questions related to Group Retirement and

Variable Life Insurance products—many

influenced by financial market activity.

This position is ideal for someone who enjoys helping people, learning new information, and

working in a fast-paced, structured environment.

What You’ll Do

  • Handle 50–60 inbound customer calls per day
  • Provide clear, accurate, and professional assistance to clients
  • Research and resolve account questions and complex inquiries
  • Navigate multiple systems including databases, workflow tools, company intranet, and administrative platforms
  • Perform basic calculations using online tools
  • Meet performance targets in Quality, Attendance, Productivity, and Adherence
  • Participate in ongoing training to stay updated on products and procedures
  • Cross-train into additional product lines based on business needs

What You’ll Need

Required:

  • High School Diploma (or equivalent)
  • Previous customer service or call center experience
  • Strong verbal and written communication skills (phone + chat)
  • Ability to multitask and work across multiple systems
  • Reliability and strong attendance history
  • Comfortable with a sedentary, high-volume call environment (sitting 80–85% of the day)
  • Ability to learn and retain detailed information quickly

What Makes You a Great Fit

  • You’re professional, motivated, and eager to learn
  • You enjoy solving problems and helping others
  • You can adapt quickly in a structured, fast-paced environment
  • You're comfortable working independently and collaborating with a team
  • You take pride in providing exceptional service

Why You’ll Love Working Here

  • Comprehensive training program
  • Supportive team with access to Floor Support
  • Opportunities for cross-training and professional growth
  • Stable, structured call center environment
Job Type & Location

This is a Contract to Hire position based out of Charlotte, NC.

Pay and Benefits

The pay range for this position is $18.50 - $18.50/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Charlotte,NC.

Application Deadline

This position is anticipated to close on Mar 7, 2026.

h4> About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Posted 2026-02-23

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