Service associate jobs in Concord, NC - 2,572 jobs

LHH is seeking a Customer Service Coordinator that will be the primary point of contact for tenants, vendors, and visitors at two Class A properties in Charlotte. This position requires strong organizational skills, excellent communication, and the ability to thrive in a fast-paced environment. Key Responsibilities Serve as the first point of contact for tenants, contractors, and guests. Manage reception operations and handle inquiries promptly. Coordinate mailroom activities, including twice-daily mail runs and package notifications. Maintain service request systems and assist with preventive maintenance tracking. Support property management with scheduling, expense reports, and vendor coordination. Assist with tenant communications, event planning, and welcome materials. Ensure smooth operations across both locations and help standardize processes. Qualifications Bachelor's degree preferred. Commercial Property experience preferred. Minimum 2 years in a customer-facing role; property management experience is a plus. Strong communication and organizational skills. Proficiency in Microsoft Office Suite; Yardi experience preferred. Professional, polished, and confident demeanor. Ability to manage multiple priorities in a busy environment.

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.

Responsibilities · Responds to inquiries received by phone, e-mail and/or face-to-face contact with customers and prospects about companies products · Processes all orders, customer requests, complaints, status of order questions, etc. · Input orders, prepare and issue RGA's and submit documentation for invoicing and credits · Process orders with appropriate internal departments to ensure inquiries are answered quickly · Apply customer IDs, part numbers and accurate pricing and discounts on all orders entered the system. · Receive customer order and confirm it is on file prior to shipment of goods. · Reviews duplicate purchase order report daily. Make corrections and communicate accordingly · Review open order report on a weekly basis to flag late orders. Follow up with the appropriate internal department to expedite the shipment of any late orders. Follow up with customer on status. · Prepare freight claims for damaged shipments. · Maintain up-to-date literature and price lists on shared servers for customer and internal needs. · Prepare Proforma invoices for export shipments. Issue insurance certificates for all export shipments · Obtain freight quotes for domestic and international shipments · Updates all product price lists with new prices. Circulate price lists to appropriate persons and for entry in MAX. · Performs other administrative tasks to include duties required to maintain the organization and maintenance of Customer Service files. · May assess needs and suggest/promote alternative products or services. Possesses comprehensive knowledge of subject matter. REQUIRMENTS High School Diploma or equivalent 4 plus years customer service experience in a manufacturing or production environment

The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner, handling merchandise with care, providing information and direction to customers. ESSE Customer Service, Associate, Service, Customer, Retail

We are seeking a professional, polished, and customer-focused Switchboard Associate / Call Center Agent to serve as the first point of contact for our organization. This role is ideal for an experienced call center professional who thrives in a fast-paced environment, demonstrates excellent communication skills, and understands the importance of creating a positive first impression for every caller. Key Responsibilities Call Handling & Routing Operate the company switchboard system, managing multiple incoming and outgoing calls with professionalism and courtesy Accurately route calls to the appropriate departments or individuals using the company directory as needed Screen and transfer calls with tact, discretion, and confidentiality Customer Service Deliver exceptional customer service to all callers Address general inquiries and provide information regarding company products, services, or operations Maintain a calm, professional, and pleasant demeanor at all times Message & Call Management Take detailed and accurate messages for unavailable employees Relay messages promptly via email, text, or designated communication channels Log call details including caller information, purpose, and duration Emergency & Administrative Support Respond calmly and effectively to emergency calls by following established protocols Notify designated emergency personnel when required Assist with internal communications, company-wide announcements, and directory updates Collaborate with the receptionist to ensure seamless coverage during breaks and shift changes Training & Development Participate in ongoing training to enhance skills and performance Qualifications & Experience High School Diploma or equivalent (required) Minimum 1 year of call center or switchboard experience (required) Prior experience in manufacturing, warranty support, or related industries is a plus Strong proficiency with Microsoft Office applications Polished, articulate, and well-spoken with excellent verbal and written communication skills Ability to handle confidential information with discretion Comfortable working in a fast-paced, high-energy environment with shifting priorities Competencies & Attributes Client-first mindset with a focus on delivering added value Strong attention to detail and accuracy Effective multitasking and decision-making skills Ability to meet deadlines and work under pressure Team-oriented with a positive attitude and strong interpersonal skills Adaptable, flexible, and comfortable using technology All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Benefits: The compensation outlined reflects expectations for candidates who fully meet the role's qualifications in terms of education and experience. While the position is open to both internal and external applicants, if a current Forrest Solutions employee is selected and does not meet all criteria, the title, structure, and compensation may be adjusted accordingly based on internal guidelines.

Department: 11903 Atrium Health Cabarrus - Food and Nutrition Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Varies Pay Range $18.85 - $28.30 Summary Ensures patients are served appropriate meals in accordance with the physician diet order. May be assigned as a host or hostess to explain patient meal service to patients. Works in the dishroom performing duties in cleaning and ensuring sanitation and safety of the department. Job Description Essential Functions * Transports and serves meals to patients on nursing units. * Assembles patient trays in the kitchen according to the physician diet order and patient meal selections. * Answers the telephone in the call center and enters the patient meal selections into the diet office software. * Works in the dishroom washing pots and utilizing the dish machine to wash patient and cafeteria dishes. * Delivers supplies to nursing units or other departments. Physical Requirements Must be able to lift a maximum of 35 pounds with frequent lifting and carrying up to 25 pounds. Pushing 350 pounds on carts up and down ramps. Repetitive motions such as turning, bending, lifting, pushing, pulling and twisting. Requires standing and walking for extensive periods of time. Education, Experience and Certifications High School Diploma or GED preferred. Must have basic math skills. Must be trainable on the diet office software and hospital information system. Must be able to use the printer, telephone, copier and calculator. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training Premium pay such as shift, on call, and more based on a teammate's job Incentive pay for select positions Opportunity for annual increases based on performance Benefits and more Paid Time Off programs Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability Flexible Spending Accounts for eligible health care and dependent care expenses Family benefits such as adoption assistance and paid parental leave Defined contribution retirement plans with employer match and other financial wellness programs Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

Customer Service Representative, Full-Time, Monday - Friday, Various Shifts Earn 1 week of vacation after 90 days of employment and enjoy an excellent benefits package that includes our very own employee resorts Click her to learn more about our employee resorts R+L Carriers is seeking a Customer Service Representative to work at our Rock Hill, SC Service Center. The CSR is responsible for maintaining a positive relationship with customers and to assist customers and other R & L employees in tracking and monitoring freight movement. Our CSR's use customer retention techniques to ensure customers feel valued and listened to, to resolve their issues, and promote company goals and objectives. This includes daily freight tracing with customers, assisting other terminals in freight related issues, and performing other related duties as assigned. Company Culture R+L Carriers - Women in Trucking Requirements: Strong communication/telephone skills Able to work in a fast-paced environment Strong critical thinking skills Ability to deal with potentially stressful situations General office and customer service experience Basic knowledge or Windows, Outlook and other Microsoft products Ability to type 30+ WPM Preferred: 2+ years of experience as a clerk or similar role in a fast pace environment Freight logistics experience Benefits: R+L Carriers offers an excellent compensation and comprehensive benefits package that includes Medical/Dental/Vision Insurance, 401(k) Retirement Plan with company matching contributions, Paid Vacation & Holidays, and vacation lodging at our exclusive employee resorts in Daytona Beach, FL, Big Bear Lake, CA, Pigeon Forge, TN, and Ocean Isle Beach, NC. About Us: R+L Carriers is a family owned, privately held transportation company founded in 1965. Our business caters to the transportation and distribution industry and is designed to provide customers with superior service through efficient administration and innovative thinking. The Company prides itself in treating our employees and customers with respect and honesty. We believe each employee contributes directly to the Company's growth and success. There are many other transportation companies capable of picking up and delivering freight. However, we believed our customers select us because of the efforts of our employees. R+L Carriers Shared Services, LLC (“R+L Carriers”) and its subsidiary companies will provide equal employment opportunities to all applicants without regard to an applicant's race, color, religion, sex, sexual orientation, gender, gender identity or expression, genetic information, national origin, age, veteran status, disability, or any other status protected by federal or state law. R+L Carriers will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested. When completing this application, you may exclude information that would disclose or otherwise reference your race, religion, age, sex, genetic, veteran status, disability or any other status protected by federal or state law. This application is considered current for ninety (90) days only. At the end of this period, if you are still interested in employment, it will be necessary for you to reapply by completing a new application.

A Career Where Sales Meet Skilled Work If you love closing deals and building relationships, but also don't mind rolling up your sleeves, this role is built for you. At A1 Garage Door, our Sales & Service Consultants combine consultative sales with hands-on mechanical work. You'll meet homeowners who already need service, win their trust, recommend the right solution, close the sale-and then perform the repair yourself. No garage door experience? We'll train you in every mechanical skill you need to succeed. 🤖We're piloting an AI assistant so you can interview anytime, 24/7. It helps us connect faster and gives more qualified candidates a chance. Give it a try! (Please check your email once you have completed your application.) What Makes This Role Different 💰 Uncapped commissions: First-year earnings typically $90K-$150K+. 🏆 Your performance drives your paycheck-top performers routinely hit six figures. 🚐 Company vehicle (wrapped) + gas card-your mobile office. 🧰 All tools provided. 🏥 Medical, dental, vision & 401k. 🏖 Paid time off + weekly pay. 🎓 6 week paid training program. (2 weeks are in market, and 4 weeks at our Phoenix, AZ Training Academy. Flights & lodging covered). 🎉 One thousand dollar bonus when you graduate and launch in your market. What You'll Actually Do This is a sales role first, but you'll also get your hands dirty. Every day you will: Sell Meet homeowners on scheduled service calls. Build trust quickly, explain options clearly, and close repair or upgrade sales. Repair Replace springs, rollers, motors and other door components. Install keypads, run wiring, and adjust equipment for proper function. Lubricate and test equipment to ensure smooth operation. Use basic hand and power tools to complete the work you sell. Serve Deliver an outstanding customer experience that earns repeat and referral business. Collect payments and document each job. Who Thrives Here Sales pros from industries like auto, RV, solar, roofing, real estate, or hospitality-anywhere your income depended on performance. Relationship builders who love helping people and can explain technical info simply. Hands-on doers who enjoy working with tools and aren't afraid of physical work. Weather-ready professionals who can handle hot or cold garages. Competitive, self-motivated individuals hungry for a six-figure + career. What We Require Valid driver's license (3+ years driving record) Ability to lift 75 lbs., bend, climb, kneel, and work in varying temperatures. Criminal background check and drug test (THC excluded). Basic comfort with navigation apps, Google tools, tablets, and software. Reading and basic math skills for measurements and payments. Minimum of 1 year in consultative sales Not the Right Fit If… ❌ You want a M-F, 9-5 desk job. We operate 7 days a week. ❌You're the pushy type. Our next customer may be your mom. ❌ You're uncomfortable interacting directly with customers. ❌ You dislike physical, hands-on work 🚀 If you're a sales-minded professional ready to pair consultative selling with mechanical know-how and earn six figures while doing it-apply today and start your career with A1 Garage Door Service! #INDA1 Benefits and other cool stuff: · Medical, dental, vision, 401K · Paid Time Off · Weekly Pay · Internal Promotion opportunities · Company swag (Please note: benefits are not available for part time, temporary or contract roles) A1 Garage Door (and affiliate companies) provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Sr Adm Support Assistant (Service Point Specialist) Department of Community Resources "Follow Your Calling, Find Your Career" Application deadline: 2/2/2026 Hiring Range: $20.00 - $26.13/hour This is a non-exempt (hourly) position. Pay rates are based on education, skill, experience level and internal equity. Internal equity considerations include an assessment of the applicant's salary history and qualifications in comparison to the market rate and requirements for the job. At Mecklenburg County, you'll have the chance to build a career as unique as you are with support, inclusive culture, and technology to become the best version of you. We're counting on YOUR unique voice and perspective to help Mecklenburg County become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The Department of Community Resources (DCR) through its Community Resource Center, supports the core departments of Mecklenburg County Health and Human Services (HHS) in doing their business through an integrated service delivery model of subject-matter experts from each core department and community partners who provide services to County residents in our HHS Community Resource Center. In addition, DCR is responsible for administering Child Support Services, Economic Services, MeckSuccess, HOMES, and Unified Workforce Development programs, as well as Integrated Health and Human Services Mail Services. Position Specific Summary This is a part-time, temporary position. The selected candidate will support the Department Monday - Friday up to 20 hours a week. Shifts may vary between 10:00 AM to 2:00 PM or 11:00 AM to 3:00 PM. Applicants should be comfortable with scheduling flexibility within these time frames. Location: 3205 Freedom Drive Charlotte, NC 28208 Position Summary This is a customer-facing position that will greet, receive, and assign customers and the public who have come into the Mecklenburg County Community Resource Center (CRC) to apply for Health and Human Services and supporting programs. Health and Human Services agencies represented in the CRC are the Department of Social Services, Public Health, Child Support, Veterans Affairs and various community service organizations/agencies. This position is responsible for reviewing information in the state and county computer systems to assess need and case status, provide information and referral services, and utilize the queuing system to successfully route customers to the appropriate portal for the assistance they seek. This position may also provide administrative back-up to other administrative support functions. The goal of the Community Resource Center is to deliver quality, accurate, and personalized solutions that enhance customer satisfaction with every interaction. Essential Functions * Greets and receives customers who are in the Center to seek assistance and/or apply for benefits/services through the Department of Social Services, Child Support Enforcement, Public Health and Veterans Affairs and other Community Partner services offered within the CRC. * Researches various State and County computer systems to determine case status and to identify need. * Provides basic answers about services offered and referral information based on customers situation. * Inputs customer's demographic data into the computer systems as necessary to assign customer to appropriate service area. * Assigns customers to the appropriate department within the CRC by successfully utilizing the queueing system. * Scans customers' documents appropriately, provides detailed narrative information in the appropriate computer applications relative to the various departments' standard operating procedures within the CRC. * Assists customers with completion of required forms and applications as needed per program policy and procedural requirements. * Monitors customer activity in the lobby and waiting areas of the CRC to insure safety and to verify that all customers have been assessed. * Addresses the needs of customers of diverse languages, ethnic and socio-economic groups, and those with special needs. When appropriate, utilizes bi-lingual staff, agency interpreter, or contracted interpreter service using dual phone line or arranges an appointment with qualified interpreter. * Assess need for short-term child care while customer is inquiring or applying for services. * Must remain informed and knowledgeable of all programs and services offered within CRC including those offered by Community Organizations. * Maintain personal and professional competency via trainings. * General Administrative duties to include printing, copying, meetings, managing documentation, scanning and data entry. * Collaborate with staff to ensure the customer workflow is efficient and successful. Keep current with CRC process changes and ensure that customer communications reflect the correct and current protocols. * Collaborate with staff to function in support of each other to achieve the mission of HHS and Mecklenburg County; Assist with additional lobby services as needed (Scanning, Kids' Corner, Computer Room, etc.) * Maintain a professional environment. * Maintain county standards in professional appearance Minimum Qualifications Experience: Minimum of four years of administrative experience Education: High School Diploma or equivalent Combination of relevant education and relevant experience accepted?: Yes Licenses and Certifications May require a valid North Carolina or South Carolina Driver's License May require County Driving Privileges Preferred Qualifications Bilingual (Spanish and English) proficiency oral and written Knowledge, Skills and Abilities Knowledge of * Knowledge of proper and professional etiquette and skill in greeting and assisting customer. * Knowledge, understanding, and ability to relate to a diverse customer population. * Knowledge of proper grammar and formatting of correspondence and documentation; ability to compose short and concise summaries/narrative entries. * General familiarity with all services offered at the CRC, including requirements for submission of applications and referrals for multiple Departments including DSS, Public Health, Veterans Affairs and Child Support. * Knowledge of community-based agencies that may temporarily provide service in the CRC and communicate appropriately to the customer. * Knowledge of internal and external community resources. * Knowledge of the CRC operations, policies and procedures. * Administrative and clerical procedures and systems using various computer operations, managing files and records * Principles and processes for providing customer and employee services * Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar Skills * Strong customer service skills including the ability to manage difficult customers. * Coordination and organization * Judgement and decision making * Time management skills, efficiency in navigating multiple required state and local computer applications/queuing systems to successfully perform the duties of the job, organization skills. * Effective listening, verbal, and written skills. Abilities * Adaptability: Maintain effectiveness when experiencing major changes in work responsibilities or environment; adjusting effectively to work within new work structures, processes, requirements, or cultures. Must have the ability to multi-task, including ability to receive requests, manage computer applications, and deliver service timely and with accuracy * Building Trust: Interacting with others in a way that gives them confidence in one's intentions and those of the organization * Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the information provided * Customer Focus: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty * Initiating Action: Taking prompt action to accomplish objectives; take action to achieve goals beyond what is required; being proactive. Possess sound judgement, think critically and the ability to make appropriate assessments timely * Planning and Organizing: Establishing courses of action for self and others to ensure that work is completed efficiently * Stress tolerance: Maintaining stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and to the organization Computer Skills Data entry Intermediate use in various computer applications. Proficient in various computer applications including Microsoft Office Suite including, but not limited to: ISSI, NC Fast, EBT Edge, Crossroads, Microsoft queuing system, ACTS, OnBase, Microsoft Outlook, Excel and Word. Work Environment Works in an office setting with moderate noise Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Disclaimer Statement This is not intended to be an all-inclusive list of job-related responsibilities, duties, skills, requirements or working conditions. Other duties may be assigned based on business need and the supervisor's request. Mecklenburg County reserves the right to revise the job description at any time. Designated positions may be required to assist in emergency and/or disaster situations.

Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, February 12, 2026More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Position Summary This position supports the management and day‑to‑day operations of Duke Energy and Piedmont Home Protection products, programs, and services. These offerings support Duke Energy's residential customer base and contribute roughly $150 million in annual revenue across all jurisdictions and affiliates. The role serves as a key representative for the Residential Solutions and Piedmont business units, providing expertise in program management, service offerings, marketing support, data insights, and process optimization. The ideal candidate has strong knowledge of product development processes, market research, and client relationship management. This role partners closely with cross‑functional teams to drive product innovation, enhance service delivery, and improve overall customer satisfaction. Additional responsibilities include supporting marketing analytics, sales performance reporting, and campaign measurement to guide promotional strategy and contribute to program growth across all channels. Analytical work will help identify customer segment nuances and support strategic targeting to increase portfolio engagement. This role also collaborates with internal partners to coordinate collateral for promotions, programs, and products. A working knowledge of Residential Solutions programs-including system processes, service and installation fulfillment, and invoicing-is essential. The position assists in training efforts, helping teams adopt new processes and procedures tied to updated policies and new initiatives. The role may occasionally act as a liaison with internal and external partners. Responsibilities Projects/Reporting Design diagnostic tools and reports for deeper understanding of performance and financial impact Support product lifecycle from ideation to launch, including research, documentation, governance support as well as planning and execution Contribute information & ideas for product/program/service plans designed to deliver expected financial results within budget guidelines Develop stakeholder relationships (vendor, market insights, campaign management, finance, regulatory, program performance) that support program plans and performance initiatives Recommend improvements or tests which improve customer response rates, lower acquisition expense, and reduce loss cost Coordinate and track proper follow up on system defects Provide input to product/program/services support teams for operational improvements Operations Develop, manage and maintain program documentation of financial performance Monitor product performance, analyze sales data, and gather customer feedback to identify areas for improvement and optimize product offerings Stay informed about industry trends, emerging technologies, and competitive developments to identify new business opportunities and stay ahead of the curve Collaborate with cross-functional teams, including marketing, sales, operations, and customer support, to ensure seamless execution of product and service initiatives Develop and implement processes for program performance reconciliation and validation Support processes for invoicing, processing and reconciliation Work with internal and external stakeholders to coordinate events and activities Create reports to analyze KPI information, prepare a summary of findings that lead to actionable improvement recommendations Coordinate and facilitate training for internal and external stakeholders Administer contract terms and track compliance Audit to call recordings to ensure compliance with customer interaction Interface with stakeholders to obtain and report customer satisfaction results Provide draft accrual submission Administration Understand and monitor issues impacting assigned programs including items like financial challenges, regulatory constraints, code & standard modifications, technology, and environmental standards which impact offerings. Formulate recommendations to address negative impacts and deliver a compelling case for the proposed modifications. Evaluate program outreach/engagement strategies and results to develop future research improvement initiatives Required/Basic Qualifications Bachelors degree in Business Administration, Engineering, Finance, Marketing or related degree In lieu of Bachelors degree(s) listed above, High School/GED degree AND 5 year(s) related work experience Desired Qualifications Bachelors degree In addition to desired degree, 1-year related work experience Business operation experience Demonstrated excellent interpersonal skills including communications skills, presentation skills, conflict resolution and management skills Proficient in Microsoft Office software tools Experienced in Power BI for data visualization and analysis Excellent leadership skills and good facilitation skills at all levels, both internally and externally to Duke Energy Experience working in utility regulatory environment Comprehensive financial and business acumen Analytics capability/ proven ability to analyze market and financial data and research to develop successful customer and product strategies and plans, e.g., market research, market strategy, competitive intelligence, product management, project development Proven project management skills Demonstrated ability to learn new systems Experience successfully working in a team environment to achieve shared goals Strong analytical skills with the ability to interpret data, analyze market trends, and make data-driven decisions Excellent communication, presentation, and interpersonal skills Ability to manage multiple projects simultaneously and prioritize effectively in a fast-paced environment Working Conditions Hybrid Mobility Classification - Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to the assigned Duke Energy facility. #LI-ZM1 #LI-Hybrid Travel Requirements 5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy Do Not Sell My Personal Information (CA) Terms of Use Accessibility

The Customer Success Representative (CSR) supports customer relationships and internal sales activity by managing inquiries, orders, quotes, and service coordination from initial contact through completion. This role serves as a key point of contact for customers while working closely with Sales, Project Management, and Field Operations to ensure accurate execution and a consistent customer experience. WHO YOU ARE You are organized, proactive, and comfortable owning details. You communicate clearly, follow through, and can balance customer needs with internal operational priorities. You're comfortable working in a fast-paced, technical environment and understand that strong customer relationships, accuracy, and responsiveness directly impact business results. WHAT YOU'LL DO • Serve as a primary contact for customers, handling inbound and outbound communications related to products, services, orders, and scheduling • Conduct regular outbound outreach by assigned region or industry to support customer relationships and business development • Prepare and manage parts orders, equipment quotes, and service documentation • Support site visit coordination and appointments with sales representatives, project managers, and field supervisors • Respond to customer questions and resolve issues or complaints professionally and efficiently • Maintain accurate customer records, job files, and documentation within the CRM system • Identify and correct data discrepancies, including contact information, ownership changes, and duplicate records • Support billing and collections efforts for past-due accounts as needed • Act as a communication bridge between customers, operations, sales, and management to ensure alignment and follow-through WHAT WE'RE LOOKING FOR • Clear, confident communication skills, including the ability to present information and respond to questions in one-on-one and small group settings • Comfort working with both technical and non-technical information in an operations-driven environment • Strong organizational skills and attention to detail, particularly when managing quotes, orders, and customer data • A practical, problem-solving mindset and the ability to ask clarifying questions • Ability to manage multiple priorities without losing accuracy or responsiveness • A customer-first approach balanced with respect for internal processes and timelines QUALIFICATIONS • High school diploma or GED required • 1-2 years of experience in customer service, inside sales, customer success, or a related role; or an equivalent combination of education and experience (bonus points for industrial, manufacturing, construction environment experience) • Ability to read and interpret business documents, technical procedures, and role-related regulatory or compliance materials • Ability to perform basic business math, including percentages, discounts, and simple measurements relevant to quoting and order accuracy • Proficiency with Microsoft Office tools and CRM/database systems PHYSICAL REQUIREMENTS • Ability to stand, walk, reach, and communicate verbally throughout the workday • Regular use of hands and computer equipment • Ability to lift up to 25 pounds as required

Job DescriptionAbout the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple: serve people well and leave them better than we found them. We combine modern technology, AI-assisted systems, and real human connection to help families protect their future while creating meaningful career paths for our partners. Role Overview As a Customer Success Partner, you will work directly with individuals and families who have already requested information and support. Your role is to guide clients through a consultative process, ensure an exceptional experience, and help them make informed decisions that align with their long-term goals. No cold calling. No door knocking. You'll engage with warm inquiries using company-provided systems, training, and support. Responsibilities • Serve as a primary point of contact for assigned clients • Conduct virtual consultations via Zoom or phone • Educate clients on available solutions and next steps • Deliver a professional, relationship-based customer experience • Follow up with clients to ensure clarity and satisfaction • Utilize company CRM and systems to manage communication • Attend weekly virtual training and development sessions • Meet activity and performance benchmarks • Maintain compliance and licensing standards What We Offer • 100% commission-based compensation • Flexible remote schedule (part-time or full-time) • Warm client inquiries • Clear advancement and leadership pathways • Ongoing training and mentorship

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

Transdev in Concord, NC is hiring a Scheduler/Reservationist to intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Competitive compensation package of minimum $17.00 per hour - Maximum $19.00 per hour Benefits include: + Vacation: up to 20 days per year + Sick days: up to 4 days per year + Holidays: 7 paid holidays + Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, voluntary long-term disability. Benefits may vary depending on location policy. The above represents the standard Corporate Policy. Key Responsibilities: + Answer customer calls and input ride information using a computerized scheduling system. + Enter new customer information and changes into the system. + Data entry into spreadsheets and databases. + Communicate late vehicle service and verifying "No Shows" with customers. + Resolve service-related complaints. + Create daily route maps of the reservations for the drivers. + Other duties as required. Qualifications: + High school diploma or GED required. + 2 years reservationist or customer service experience. + Computer literate + Excellent communication and listening skills. + Must be able to work shifts or flexible work schedules as needed. + Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason. Physical Requirements: The essential functions of this position require the ability to: + Work outside in varying temperature, weather, and humidity conditions-100% of the job is performed outside, work alone and in remote locations. + Sit for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground or slippery and uneven surfaces + Push and pull objects up to 20 pounds, occasionally throughout the workday; lift material weighing up to 50 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level + Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact ************************************ Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: + Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.). + Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move everyday thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at ****************** or watch an overview video at ******************* O5cv0G4mQ The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants: Please Click Here for CA Employee Privacy Policy Job Category: Call Center / Dispatch / Reservationist / Scheduler Job Type: Full Time Req ID: 6935 Pay Group: TGQ Cost Center: 373 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at http://****************** or watch an overview video.

Benefits: Paid Training Paid Holidays Sensational Vacation Benefits Dental and Vision Benefits 401(k) with Company Match Life Insurance 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Free uniforms Health insurance Opportunity for advancement Paid time off Vision insurance Are you ready to be a part of a TRUE winning culture?! Woodie's Auto Service is looking for a GREAT Service Advisor to join our family! We believe you can take us to the next level and we can do the same for you. We've built a business that challenges the status quo, rewards exceptionalism, and provides a comfortable life for all of us. We are constantly looking to innovate, make improvements, and set the bar higher for ourselves and the automotive industry. We know the work is tough which is why we offer a number of Stellar benefits: 401(K) with Company Match Health Insurance Coverage Life Insurance Coverage Dental and Vision Benefits Paid Vacation Paid Holidays Paid Training No Nights No Sundays Job Description: Most importantly, you will focus on building a relationship, based on trust and communication, with our clients. You will serve as an advisor to our clients by guiding them through their vehicle's repairs and maintenance. Finally, you will act as an intermediary between our clients and technicians to ensure a constant stream of accurate and reliable information which will further our goal to provide an unparalleled service experience for our clients. All candidates are required to have a high school diploma or GED and valid drivers license. Based on your ability and willingness to learn, you will have the opportunity to advance to other positions within the company. Pay: From $50,000.00 per year to over $100k! About Woodie's Auto Service: We are locally owned and operated and have multiple locations in the Charlotte & Charleston area. We have been on the leading edge of Automotive Service for over 60 Years.

Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. **Job Responsibilities:** + Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. + Administer excellence in the customer experience for both internal and external customers + Provide feedback to deal structuring team on operational market trends and any operational feasibility + Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable + Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy + Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements + Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions + Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees **Required qualifications, capabilities and skills:** + 5 or more years Commercial or Asset Based Lending experience + 3 or more years of demonstrated Exceptional Customer Service experience + Thorough understanding of Treasury Products + Excellent Written/Verbal Communication skills + Proven ability to collaborate with multiple stakeholders + Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact + Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements + Proficient in Microsoft Office applications with strong Excel skills + Highly motivated self-starter + Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements **Preferred qualifications, capabilities, and skills** + Loan IQ experience. + Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. + Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. + Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. **Additional Information:** + This role requires working in the office five days a week. + Relocation assistance is not available for the role. + Role is not eligible for H1B or immigration sponsorship. **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Job DescriptionService Writer Subaru South Charlotte | Charlotte, NC “Whatever it takes to stand above the rest.” Do you enjoy helping people and have a passion for the automotive industry? Subaru South Charlotte is looking for a personable and detail-oriented Service Writer to be the vital link between our customers and technicians. This role is ideal for someone who thrives in a fast-paced environment, communicates clearly, and is committed to delivering a top-tier service experience from the moment a vehicle enters our lane to the moment it's returned to the customer. What We Offer: Competitive Pay + Bonus Opportunities 401(k) Plan with Match Health, Dental & HSA Options Holiday Bonus Program Employee Discounts on service, parts, and vehicles Paid Training & Career Development Closed on Sundays Team-Oriented Culture and hands-on leadership Your Responsibilities: Greet customers warmly and check them in for service appointments Accurately document customer concerns and vehicle issues on repair orders Communicate with technicians to understand diagnosis, timelines, and recommended repairs Present repair estimates to customers clearly and professionally, answering questions and gaining approvals Keep customers updated throughout the repair process and notify them of any delays or additional work needed Coordinate vehicle delivery and ensure satisfaction with completed services Maintain accurate records and follow dealership procedures for warranty, billing, and parts orders Help maintain a clean, organized, and welcoming service lane What We're Looking For: Prior experience in a Service Writer, Service Advisor, or Customer Service role (automotive preferred) Excellent communication and interpersonal skills Strong organizational skills with attention to detail Ability to multi-task in a high-volume environment Basic mechanical knowledge and interest in the automotive industry Familiarity with dealership management software (CDK experience a plus) Valid driver's license and clean MVR Positive, team-focused attitude Ready to grow your career with a dealership that puts people first? Apply today and join a high-performing team at Subaru South Charlotte. Subaru South Charlotte is an equal opportunity employer. We maintain a drug-free workplace and are committed to fostering an inclusive environment for all employees.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications. This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes. Responsibilities: Liaison with technology and business partners to develop and design consumable reporting views Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data Proactively identify new reporting tools to streamline processes and provide improved insight to business partners Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.) Support the development of data requirements, analysis, and reporting for other ad hoc priorities Requirements: Minimum of 5 years of data analysis / data strategy Demonstrated experience with reporting analytics platforms and tools Desired: Hadoop Alteryx Tableau MicroStrategy Agile Project Management Bachelor's Degree or equivalent work experience Skills: Attention to Detail Collaboration Verbal and Written Communications Problem Solving Business Analytics Continuous Improvement Critical Thinking Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred. Proficiency in data management - data quality, metadata management and governance Data analysis experience with strong SQL writing skills Ability to translate requirements from business leaders to operationalize reporting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. For internal employees; participation in a work from home posture does not make you ineligible to post Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: * Strong customer service mindset * Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment * Able to communicate clearly and professionally verbally and in writing * Ability to prioritize multiple tasks and navigate multiple business systems * Demonstrate care, compassion, and empathy * A learner's mindset, being coachable and open to feedback * Performs well in a scheduled work environment * Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties * Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning * Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. * Answers participant questions by communicating financial plan details and providing further explanation when necessary. * Executes transactions and service requests on behalf of participant. * Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. * Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements * Associate's Degree or Equivalent Experience Preferred Work Experience * No Experience Required FINRA Registrations * SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements * Physical Requirements: Sedentary Work Career Level 5IC * Hybrid office presence. * Candidates with SIE may be eligible for a $1500 bonus. * The Start Date will be April 13th, 2026. * Hours of operation are Mon - Fri 8:00 am to 9:00 pm Eastern Time. * Must be able to successfully complete employment screening, including a Credit Report background check. * Interview will be in-person. * TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related Skills Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: 2026-01-30 Base Pay Range: $22.60/hr - $28.85/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.