Banking Customer Support with Salesforce
Customer service specialist job in Charlotte, NC
Fintech Company
Charlotte NC
HYBRID- 3 days onsite 2 days remote
Needed ASAP
6 month Contract+
Pay Rate 22. hr
Customer Service - MUST HAVE BANKING EXPERIENCE IN CUSTOMER SERVICE WITH BANKING and MUST HAVE SALESFORCE EXPERIENCE
The qualified Member Support Specialist candidate is a part of ***'s Member Success Team and will provide proactive member support for our most impactful products and services. This member- focused team player provides escalated application support and will be dedicated to resolving complex and/or priority member support issues while enabling product awareness and visibility. Performance is determined by our member experience along with the successful uptake of services and is measured by
the ability to engage with members on a proactive basis across multiple channels.
What You Get To Do:
● Become a Subject Matter Expert (SME) in evolving services and products to provide consistently
excellent support to our members
● Respond to prioritized member requests across multiple channels, including email, chat, social
and/or outbound phone support and enable cross-product member visibility
● Remote support for vendor partners to enable ongoing growth and a reduced escalation rate
● Partner with cross-functional teams to identify and prioritize members with intent to engage with
our services, identify issues/feature requests and documentation or training requirements
● Other assigned tasks as needed to perform in this role.
Our Ideal Candidate:
● 2-3 years of graduated member support service experience, financial institution preferred.
Experience with product value add product/service awareness a plus
● Excellent customer service skills with a dynamic personality and member-focused approach who
rejoices in member and team success
● Proactive peer mentor who identifies opportunities and takes initiative or ownership to address
● Proven experience in resolving complex customer issues and managing escalations with internal
and external teams
● Effective communicator in both verbal and written communication. Excellent organization, detail
oriented and high level of accuracy.
● Must be flexible and adaptable to work in a rapidly evolving environment
● Preferred experience with industry-standard case management tools (SFDC), bug tracking tools
(JIRA), and reporting analysis to perform day-to-day support optimization and prioritization.
Client Service Representative
Customer service specialist job in Charlotte, NC
Why Join Howden US?
At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.
We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future.
Why Howden?
You'll Own It
With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.
You'll Be Empowered
We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.
You'll Be Part of Something Bigger
Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.
What is the role?
The Client Service Representative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests.
You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client Service Representative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence.
What will you be doing?
Client Onboarding & Data Management
Collect and organize client data to support onboarding, renewals, and program changes.
Maintain accurate records in internal systems, ensuring data integrity and audit readiness.
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience.
Placement & Renewal Support
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities.
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details.
Track key renewal milestones and ensure timely completion of all deliverables.
Proposal & Binding
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation.
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems.
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients.
Billing & Accounting Coordination
Partner with accounting teams to manage invoices, allocations, and fee agreements.
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings.
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders.
Policy Issuance & Documentation
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time.
Review endorsements, renewals, and policy documents for completeness and accuracy.
Maintain organized documentation in line with audit, compliance, and data standards.
Ongoing Client Service
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients.
Conduct audit checks and assist with ad hoc client reporting or analysis as requested.
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication.
Key Skills & Competencies
Client Focus: Committed to delivering timely, accurate, and high-quality service.
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail.
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams.
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically.
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools.
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative.
Qualifications
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience.
2+ years of experience in insurance operations, client servicing, or administrative support preferred.
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus.
Strong organizational and communication skills with a client-service orientation.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred.
What do we offer in return? A career that you define.
Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives.
Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other, in the small everyday moments and the bigger challenges
We are determined to make a positive difference, at work and beyond
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Our sustainability promise
We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.
Business-to-Business Customer Support Specialist
Customer service specialist job in Rock Hill, SC
LHH is seeking a detail-oriented professional for a contract B2B Customer Support Specialist job in Rock Hill, SC. This role focuses on ensuring smooth order processing, resolving client inquiries, and supporting sales and marketing initiatives. The ideal candidate thrives in a fast-paced environment and values collaboration, accuracy, and proactive problem-solving.
Responsibilities
Manage incoming customer requests and process orders through internal systems.
Address issues related to shipments, billing adjustments, and product returns.
Provide guidance on product selection and specifications for multiple tool brands.
Maintain accurate records in CRM and ERP platforms while monitoring order status.
Partner with sales and marketing teams to assist with promotional activities and customer engagement.
Identify opportunities to streamline workflows and improve service efficiency.
Communicate effectively with internal teams and external partners to ensure timely resolutions.
Qualifications
2+ years of experience in business to business customer service or order management within a manufacturing or distribution industry.
SAP ERP experience preferred
Salesforce CRM experience preferred
Strong organizational skills and ability to manage multiple priorities.
Proficient in Microsoft Office applications.
Excellent verbal and written communication skills.
Ability to work independently while contributing to a team-oriented environment.
Customer Retention Specialist
Customer service specialist job in Charlotte, NC
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
Auto-ApplyCustomer Growth Strategist - Financial Services
Customer service specialist job in Charlotte, NC
We Are Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
Role Purpose
+ Support the development and delivery of customer-led growth strategies by identifying opportunities, validating ideas, and contributing to market launch planning. Consultants work closely with Managers and client teams to turn insights into market-ready propositions.
Key Responsibilities
+ Conduct research and analysis on customer needs, market trends, and competitive activity.
+ Execute rapid testing protocols with real and synthetic customers to validate concepts.
+ Synthesize findings into actionable recommendations for prioritization and launch.
+ Collaborate with design, product, and marketing functions to shape propositions.
+ Assist in building business cases for high-priority growth opportunities.
What Success Looks Like
+ Producing insight and recommendations that directly shape client growth decisions.
+ Effectively applying proprietary methods to accelerate and de-risk validation.
+ Building skills in structured problem-solving and client engagement.
Basic Qualifications:
+ 3+ years in strategy consulting, corporate innovation, or customer insight roles focusing on customer growth for the financial services industry.
Preferred Qualifications:
+ Demonstrated consulting experience with client-facing delivery.
+ MBA or relevant innovation program experience a plus.
+ Strong research and analysis skills.
+ Exposure to concept testing, prototyping, or agile product/service development.
+ Excellent communication and collaboration skills.
+ Understanding of AI/ GenAI
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $63,800 to $196,000
Cleveland $59,100 to $156,800
Colorado $63,800 to $169,300
District of Columbia $68,000 to $180,300
Illinois $59,100 to $169,300
Maryland $63,800 to $169,300
Massachusetts $63,800 to $180,300
Minnesota $63,800 to $169,300
New York/New Jersey $59,100 to $196,000
Washington $68,000 to $180,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
Customer Experience Consultant
Customer service specialist job in Fort Mill, SC
Job Details FORT MILL Corporate Site - FORT MILL, SC Fully RemoteDescription
Customer Experience Consultant
CULTURE SNAPSHOT
Broad River Retail is an organization of integrity, diversity and culture working together for the purpose of ‘
Furnishing Life's Best Memories'
. At Broad River, we call all our employees “Memory Makers.” We do this because we know everyone that works for our Company has the power to make positive memories not only for our Guests, but also for their families, co-workers, and communities.
We take pride in training and developing our teams so that they can provide a premier customer experience to every Guest. Our Memory Makers are the driving force that has led us to being the largest and fastest growing Ashley licensee in the U.S. and landing us on the Top Places to Work list two years in a row in our industry.
AT A GLANCE
Broad River Retail is currently seeking a Customer Experience Consultants (CXC) to join our Customer Experience Team in Fort Mill or Four Oaks. The position is responsible for resolving highly visible and sensitive customer issues along with case managing escalations received via phone, chat, or written communication. Candidates must have a positive ‘can do' attitude with a sense of urgency to provide results.
DAY IN THE LIFE AS THIS MEMORY MAKER
Demonstrate enthusiastic support of corporate purpose, vision, mission, and core values. Fully embrace the Broad River Core Value of Customer Satisfaction
Take ownership and effectively manage multiple escalated cases through resolution
Clearly communicate problem resolution and next steps to customers and internal business partners, in both verbal and written form
Handle highly escalated situations with grace, professionalism, and positivity
Utilize internal and external resources to implement innovative ways to resolve customer concerns
Resolve product or service issues by identifying the root cause
Maintain a balance between company policy and customer benefit while handling escalated issues via transfer from the Retail Team or Customer Experience Team or written correspondence from external sources
Actively achieve or exceed established performance metrics as defined by management
Provide case summaries, analysis, and recommendations to Senior Leadership
Develop and maintains positive, service-oriented relationships with other departments and retail stores
Assists management with other projects, reports, and assignments as needed
Follow defined process and policy standards across the department
WORKPLACE ENVIRONMENT:
While performing the duties of this job the employee is:
Remote role to include virtual training
Onsite team meetings
Employees must arrange an appropriate workspace that ensures their productivity. Must be able to participate in virtual meetings, on-camera, and calls with minimal distraction
Physical requirements such as extended periods of sitting, standing, and moving
In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations may be made to empower individuals with disabilities to undertake the essential duties and responsibilities of the position.
MEMORY MAKER PERKS & BENEFITS:
Medical, dental, vision, and life insurance options
Paid time off and 401K matching contribution
Employee discount (40%) at BRR locations
Internal Opportunities for career growth and advancement
OUR COMMITMENT TO YOU:
Broad River Retail is committed to creating a place where everyone feels respected, valued, and able to reach their full potential. Regardless of race, gender, religion, sexual orientation, age, disability, or if you're parenting the next generation of Memory Makers, we firmly believe our work is at its best when everyone feels free to be their most authentic self.
Qualifications
WHAT YOU'LL NEED TO SUCCEED
3 or more years' experience preferred in a high-volume call center or similar environment
Ability to effectively read, write and speak English to communicate with customers
Possess outstanding written and verbal communication skills, including proper pronunciation, grammar, and a consistently courteous and professional tone of voice
Strong cognitive skills required; including the ability to learn quickly, handle multiple complex tasks simultaneously and be highly productive without needing much supervision
Possess excellent administrative and organizational skills with a high degree of attention to detail
Possess strong proficiency with Microsoft Office products - specifically Word, Excel, and PowerPoint
Ability to quickly learn and adapt to multiple computer applications
Possess quick, decisive, and strong, effective decision-making abilities with purpose and accountability
Results-driven and focused on team performance
Ability to manage multiple priorities with tight deadlines and work independently
Ability to identify both potential problems and opportunities, make recommendations, and initiate appropriate action
Enjoy a fast-paced contact center environment with the ability to work a 40+ hour work week, including nights and weekends
Professional, driven, positive, resilient, and achievement focused
Excellent time-management skills
Strong interpersonal and communication skills: a great listener and negotiator
Customer Retention Specialist
Customer service specialist job in Charlotte, NC
Job DescriptionSalary:
Customer Retention Specialist | Ripple Fiber
Join Our Team as a Customer Retention Specialist!
Do you have a passion for turning customer challenges into success stories? Ripple Fiber is seeking an energetic and empathetic Customer Retention Specialist to join our growing team. In this role, youll be the voice of reassurance and problem-solving for customers restoring confidence, preventing cancellations, and ensuring every experience with Ripple Fiber leaves a lasting positive impression.
If you thrive in fast-paced environments, excel at building trust, and enjoy transforming tough conversations into wins, we want to meet you!
About Ripple Fiber
Our mission is to provide access to the best internet for life, while bridging the digital divide, using advanced technology aimed at improving peoples lives. Our technology has proven successful in other countries around the world and has provided ease of access to more opportunities from an education, entertainment, and employment perspective.
We have achieved the above by providing faster, more stable fiber internet connection, providing each user with their own bandwidth without needing to share with anyone else. Simply put, the capacity of fiber is a lot faster than copper and is the internet of the future.
Our aim is to provide this internet access to over 3 million homes over the next 7 years, across various states.
About our Culture
We are a dynamic fast-growing, fast-paced, innovative company filled with ambitious, self-starters with entrepreneurial mindsets. We are people centric and place emphasis on employee experience, career growth and development.
About the Role
As a Customer Retention Specialist, youll play a pivotal role in preserving customer relationships and driving long-term satisfaction. Youll serve as both advocate and problem-solver, ensuring every customer interaction reinforces Ripple Fibers promise of reliability, empathy, and excellence.
Responsibilities:
Handle inbound and outbound calls with customers experiencing service concerns, installation issues, or expressing intent to cancel.
Use active listening and discovery to understand customer pain points and offer personalized solutions or retention incentives that rebuild trust and loyalty.
Collaborate cross-functionally with Sales, Field Operations, and Billing teams to resolve escalations swiftly and accurately.
Communicate with empathy, professionalism, and confidence, ensuring customers feel heard and valued.
Present tailored retention offers and troubleshoots technical or process issues that could impact customer satisfaction.
Accurately document all customer interactions, follow-ups, and resolutions in internal systems.
Track and manage follow-up commitments within established SLAs to ensure issues are closed with care and urgency.
Maintain a comprehensive understanding of Ripple Fibers products, coverage, and customer journey to provide expert guidance.
Consistently meet or exceed individual and team performance goals for retention, customer satisfaction, and resolution efficiency.
Qualifications & Requirements:
High school diploma or equivalent required.
Minimum of 2 years of retention experience.
Strong problem-solving and negotiation skills with a customer-first mindset.
Strong verbal communication, negotiation, and problem-solving skills.
Demonstrated ability to manage competing priorities and stay composed under pressure.
Empathetic, customer-first mindset with a passion for resolving issues effectively.
Proficiency in CRM tools and documentation practices.
Bilingual fluency is a plus.
What We Offer
Competitive base pay with performance-based incentives.
Comprehensive benefits package, including medical, dental, vision, and 401(k).
Opportunities for advancement within a rapidly expanding organization.
Ongoing professional development and training programs.
A collaborative, inclusive culture that values innovation and integrity.
Ready to Make Every Customer Count?
If youre ready to play a key role in keeping customers connected and satisfied, apply today! Submit your resume and cover letter to join Ripple Fibers mission of delivering world-class internet with a personal touch.
Ripple Fiber is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Ripple Fiber is committed to providing veteran employment opportunities to our service men and women.
Transitional Management Services Professional I
Customer service specialist job in Albemarle, NC
Make a Difference in Someone's Life!
At Monarch, we work together to provide life-changing care in communities across North Carolina and Rhode Island. As a team, we provide hope, promote wellness, and empower individuals and families impacted by mental illness, substance use disorders, intellectual and developmental disabilities, and traumatic brain injury.
You Belong at Monarch
You deserve a positive and encouraging work environment - a place where you can do your best work and grow as a professional. That is just what you'll find at Monarch. Here, we care for people, including our team members. We offer a comprehensive, competitive benefits package that supports full-time and part-time team members and their families. More than just a job, this opportunity with Monarch will give you room to spread your wings and grow because we believe in promoting from within and developing future leaders.
Job Highlights:
2 years' experience working with adults with a mental health diagnosis and/or substance use is required.
This Opportunity:The Transitional Management Services Professional I is primarily responsible for supporting people in achieving their personal dreams and goals.What You'll Do:
• Assess each person receiving services for their hopes, dreams, and desires and provide supports that facilitate achievement.
• Support people receiving services in developing relationships in their community and with their natural supports.
• Assist people receiving services in participating fully in their community consistent with the person's interests.
• Ensure that the rights of each person receiving services are protected and promoted at all times. Assist people in developing advocacy skills, participating in advocacy efforts, and utilizing personal advocates.
• Provide support as needed to meet the emotional, physical, and medical needs of each person supported.
• Facilitate person-centered, effective, positive relationships with people receiving services using positive approaches that promote self-determination in all areas of life.
• Provide input and recommendations into assessment and planning processes, and development of the individual's plan.
• Implement person's plan fully, within the requirements of the service definition, and document as required by the service definition and agency policy. Accurately complete all required documentation, including but not limited to, goal completion, actions toward outcomes, incident reports, timesheets, etc.
• Complete daily progress notes and communication log to assure appointments, goals, and interests are met.
• Assist people receiving services with knowledge of emergency procedures and personal safety. Utilize effective judgment when dealing with safety issues, including but not limited to fire safety by conducting drills, inspecting equipment, and practicing safety procedures in the community.
• Assist new staff and/or current staff with orientation, mentoring, and training.
• Attend and actively participate in meetings and training as required. Maintain certification in all agency, state and federal training requirements.
• Demonstrate knowledge of and comply with all agency policies and procedures, as well as state and federal statutes and regulations related to specific program areas.
• Follow service definition guidelines for services being provided.
• Complete all other relevant responsibilities as assigned by the supervisor.
• Drive and travel as required. Arrange for or provide transportation to people receiving services as required.
Education We're Looking For:High School Diploma (Required) Certifications We're Looking For:Drivers License (Valid) - USAExperience We're Looking For:Experience working with adults with a mental health diagnosis and/or substance use disorder | 2 Years | RequiredSchedule:Monday-Friday (8:00am-5:00pm) Target Weekly Hours:40Monarch is an Equal Opportunity Employer
Monarch offers opportunities as diverse as the people we support and the communities we serve. Monarch is an equal opportunity employer and we are firmly committed to supporting and celebrating all forms of diversity.
Monarch does not accept paper applications. Any person with a disability who needs any reasonable accommodation under the Americans with Disabilities Act to apply for a position or otherwise to participate in Monarch job search or selection process, should contact **************** or call **************.
This in no way implies that these are the only duties and responsibilities to be performed. You will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. This job description is subject to revision at the discretion of Monarch.
Auto-ApplyClient Success Specialist - 100% Commission (TSG-5001)
Customer service specialist job in Charlotte, NC
Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.
Customer Experience Representative
Customer service specialist job in Charlotte, NC
Job DescriptionJob Title: Customer Experience RepresentativeLocation: South Charlotte Job Type: Full-time Base Salary: 35,000.00 per year We're seeking a friendly and proactive Customer Experience Representative to serve as the primary point of contact for our customers. You will assist with inquiries, resolve issues quickly and professionally, and ensure every customer feels valued. You'll communicate via phone, email, or chat, document interactions, and collaborate with other teams to improve service. Strong communication, empathy, and problem-solving skills are a must.
Responsibilities:
Respond to customer questions and concerns promptly and professionally
Resolve issues with empathy and effective solutions
Provide product information and guidance
Keep accurate records of customer interactions
Work with internal teams to enhance the customer experience
Qualifications:
Excellent communication and interpersonal skills
Customer-focused attitude with patience and empathy
Problem-solving abilities
Comfortable using CRM and basic computer tools
#LSNCJOBS
Client Specialist (3rd Shift)
Customer service specialist job in Charlotte, NC
Job Description
Now Hiring: Client Specialist (3rd Shift)
Supportive. Purpose-Driven. Recovery-Focused.
Status: FT | Hourly, Non-Exempt Reports To: Shift Supervisor
Schedule: 3rd shift 11pm-7:30am
About the Role
Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you.
What You'll Do
Welcome and orient new clients into the detox program, complete service plans, and intake documentation.
Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings.
Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed.
Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care.
Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records.
Be an active participant in shift communication, incident reporting, and quality improvement processes.
Career Growth Opportunities
We offer a clear career ladder with built-in certification support and increased responsibility at each level:
Client Specialist I: Entry-level with certification required within 60 days
Client Specialist II: Certified and able to train others
Client Specialist III: Med Tech certification required within 90 days
Client Specialist IV: Enrolled in CADC registration program with supervision requirements
Client Specialist V: CADC-I certified
Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision.
What We're Looking For
Education: High School Diploma or GED required
Experience: 2 years in healthcare or substance use treatment preferred
Skills: Strong communication, problem-solving, time management, and adaptability
Certifications:
CADC preferred
Med Tech (within 90 days for CSIII)
CPR/First Aid (or willing to obtain)
Valid NC or SC Driver's License required
You'll Thrive If You Are:
Calm under pressure and able to handle crisis situations with professionalism
Passionate about helping others overcome barriers in their recovery
Committed to excellence, teamwork, and continuous learning
Comfortable working in a diverse, fast-paced residential treatment environment
Why Join Anuvia?
Purpose-driven work that truly makes a difference
Structured advancement with credentialing support
Supportive team culture in a respected treatment center
Opportunity to grow into a QP or Certified Counselor role
Competitive Benefits:
We offer a comprehensive benefits package, including:
-Immediate health benefits with no waiting period.
-Generous time off policies and company-provided disability insurance.
-Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year.
-Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.
Client Specialist
Customer service specialist job in Charlotte, NC
Job DescriptionDescription:
Health Insurance Paid for by Company; and
Opportunity for advancement and training
We are seeking an enthusiastic, extroverted, professional willing to learn and become a part of our team. You will provide overall support to attorneys' and paralegals' business needs. Primary job responsibilities include:
Answering the phone, providing answers to simple questions, and directing phone calls;
Communicating with prospective clients during the intake process;
Calling clients to determine status updates;
Requesting medical records; and
Retrieving, opening, scanning, and filing all incoming mail.
Qualifications:
Bright Personality;
Empathetic, compassionate and understanding;
Ability to type accurately while speaking on the phone;
Ability to prioritize and multitask;
Excellent written and verbal communication skills;
Deadline and detail-oriented; and
Bilingual is a big plus
Job Duties:
Answer incoming calls and respond to questions from doctor's offices, clients, attorney's offices and others;
Document all calls in Case Management System;
Conduct questionnaires with prospective clients, documenting responses electronically;
Set up new claims with insurance companies;
Mail out correspondence from attorneys;
Schedule meetings for attorneys;
Request medical records;
Sort, scan, save and distribute mail;
Sort and properly file incoming medical records, insurance correspondence, and court documents;
Maintain paper files;
Maintain common office areas; and
File documents with the court.
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Associate Customer Service Representative Everyday Banking
Customer service specialist job in Charlotte, NC
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Training and Work Schedule:
Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 6:00 a.m. - 10:00 pm (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift.
Posting Location:
1525 W W.T Harris Blvd Charlotte, NC 28262
@RWF22
Posting End Date:
23 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Customer Service Advisor
Customer service specialist job in Mooresville, NC
Customer Service Advisors are responsible for delivering the customer service experience to maintain and increase market share. Responsible for performing automotive services and activities associated with the store in an accurate and timely manner according to company policies and procedures.
Jiffy Lube is in the customer service industry and having a 'positive attitude' at the service center is essential. Attitude is a state of mind or feeling and is displayed or translated by actions. A 'positive attitude' represents the people skills required at Jiffy Lube. Individuals with 'positive attitudes' are:
Friendly Courteous Enthusiastic Positive Helpful Concerned Sincere
ESSENTIAL FUNCTIONS: The position of Customer Service Advisor is an essential part of the Jiffy Lube Team. You will be required to do the following: Participate in an intense training program to understand the importance of the customer experience and the customer cycle. You will also be trained in all Jiffy Lube services and products and to follow all safety procedures as outlined in the training. This training will be provided after you if you are hired. You will need to demonstrate excellent communication skills and basic computer skills.
Additionally, you will greet customers (when not occupied with a customer) within 10 seconds of drive up on lot, make the appropriate decision to escort customer straight to podium or to lounge, master the Jiffy Lube computer system (Navigate through screens effectively, Proper customer positioning, Demonstrates superior customer service skills, etc.), escort customers to lounge per standards, perform proper ring-out procedures, make appropriate decisions to assist vehicle team utilizing Jiffy Lube standards or move onto another customer, clean/maintain cleanliness in the service center as per standards, wear required personal protective equipment (PPE) setting an example for others to follow, support professional image and trust by showing respect for customer's vehicle (e.g., always uses seat covers, floor mats, wheel covers), complete required Computer Based Training (CBT) for the CSA position per policy in designated time frames.
MARGINAL FUNCTIONS: Answers telephones, ring out customers.
This position description in no way states or implies that these are the only duties/functions to be performed by the employee. Employees will be required to follow any other job-related instructions and to perform any other job-related duties/functions requested by their supervisor.
Client Relationship Specialist
Customer service specialist job in Charlotte, NC
About
Brightway
Established
in
2008
Brightway
has
grown
to
become
one
of
the
largest
privately
owned
propertycasualty
insurance
distribution
companies
in
the
US
with
more
than
350
agencies
in
38
states
and
more
than
14
billion
in
annual
premiums
Brightway
is
a
purpose
and
core
value
driven
organization
We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
Client Performance Specialist - WSOC TV
Customer service specialist job in Charlotte, NC
Job Title: Client Performance Specialist - WSOC TV
The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers.
This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed.
Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key.
Essential Duties and Responsibilities
Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs
Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details
Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps
Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders
Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients
Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns
Quality assurance on work performed by our corporate team
Leverage storytelling skills to build exceptional customer reports
Minimum Qualifications
2-4 years of experience working in a digital advertising operations role, working with sales and marketers
2-4 years of experience in campaign and performance management
Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development
Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus
Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables
Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results
Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities
Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations
Excellent written and verbal communication skills are necessary for effectively managing performance
Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them
Demonstrated customer service skills with ability to build strong working relationships and consistently meet or exceed customer expectations
Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly
Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns
Preferred Qualifications
BA/BS from a 4-year university or equivalent preferred
Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred
About Cox Media Group
CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit *********************
Req #: 2001 #LI-Onsite
Commercial Client Specialist
Customer service specialist job in Charlotte, NC
The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.
**Essential Duties and Responsibilities**
+ Open new accounts and ensure complete, accurate documentation is obtained from clients
+ Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
+ Image and index all deposit and client documentation to ensure proper recordkeeping
+ Perform account maintenance, including adding/removing signers and updating client records
+ Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
+ Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs
+ Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
+ Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
+ Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
+ Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation
+ Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
+ Perform other duties and responsibilities as assigned
**Supervisory Responsibilities**
No supervisory responsibilities
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.
**Computer and Office Equipment Skills**
Microsoft Office suite
**Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc)**
None required
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Call Center Specialist
Customer service specialist job in Rock Hill, SC
For over 35+ years, DOC has provided our trusted partners with innovative, custom, total facility solutions for their commercial equipment needs. We strive daily to provide positive experiences and inspiring results by demonstrating unparalleled commitment to our customers, community, and one another.
Call Center Specialist - Monday-Friday (10AM-7PM)
The Afterhours Call Center Specialist will answer phones in a professional manner, enter work orders into company software system and answer customer inquiries as needed. In this role, the associates will sit in the office communicating on computer and on telephone to customers and coworkers.
Essential Functions:
Answer phone calls from customers and field staff; provide service excellence
Actively promote and enhance the customer service experience in accordance with company expectations
Enter service requests accurately in company software
Develop a strong team relationship with Co-Workers, internal and external
Dispatching when / if required due to an escalated emergency from customer
Qualifications:
The ability to prioritize in a fast-paced environment with strong accuracy and attention to detail
Strong verbal and written communication skills, good reading comprehension
Able to multitask and be detailed in written communication
Strong computer skills with Microsoft Office and other company-related software
High school diploma or GED required
Minimum of 1 year of experience in a customer service/call center environment
Benefits:
Comprehensive benefits package including health, dental and vision insurance, short-term & long-term disability, life insurance
Strong 401(K) match
Ongoing training and career development opportunities
Paid time off
DOC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, disability, or any other federal, state, or local protected class.
Bilingual (Spanish) Inside Sales Support Specialist
Customer service specialist job in Charlotte, NC
LHH is seeking a detail-oriented and bilingual professional to support business-to-business customer service operations the US and Latin America for a direct hire position in Charlotte, NC. This role involves managing customer accounts, resolving service and billing issues, coordinating logistics, and supporting administrative functions. The ideal candidate will be fluent in Spanish and English and have experience in a fast-paced, industrial or manufacturing environment. This position is fully onsite Monday - Friday.
Key Responsibilities:
Handle incoming orders via phone, email, and fax.
Provide product quotes, shipping timelines, and pricing details.
Coordinate export logistics, including scheduling pickups and deliveries.
Prepare and manage export documentation (e.g., invoices, packing lists, customs forms).
Monitor shipments and follow up to ensure timely delivery.
Address service and billing concerns, including issuing credits and adjustments.
Maintain accurate customer records and pricing data.
Manage system entries to prevent payment delays.
Conduct bi-weekly collection outreach for outstanding receivables.
Generate and send invoices based on consignment usage and order details.
Facilitate returns and imports from Latin America, including customs paperwork.
Enter call reports for technical and sales teams.
Assist with general office tasks such as mail handling and phone support.
Translate documents and communications between Spanish and English.
Provide occasional assistance to Spanish-speaking customers.
Offer administrative support to leadership and sales teams as needed.
Step in for other account specialists during absences or vacations.
Qualifications:
3+ years of B2B customer service experience within an industrial or manufacturing setting.
Full fluency in Spanish and English (verbal and written).
Strong interpersonal and customer service skills.
Excellent communication and listening abilities.
Ability to manage multiple tasks and meet deadlines under pressure.
High attention to detail and strong organizational skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Familiarity with inventory systems and export documentation is a plus.
Customer Retention Specialist
Customer service specialist job in Charlotte, NC
Job Description
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than "just a security company," and we offer more than "just a job." CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customer service focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customer service.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customer service and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director