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*Entry Level* Financial Customer Service Rep *ATTN: Recent College Graduates!* image - Rise Careers
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*Entry Level* Financial Customer Service Rep *ATTN: Recent College Graduates!*

We are looking for recent college graduates looking to start their career in financial services. No experience is required, although an internship in accounting/finance is definitely helpful!!

The Contact Center is open from 8am-7pm Monday-Thursday, and 8am-5:30pm Friday. Must be able to adhere to any schedule falling within these hours, schedule is NOT made based on preference. 

This will be 100% onsite in the University area of Charlotte, NC.

Description

Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding traditional/term life insurance products as well as variable life insurance products impacted by the financial markets.

CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems and perform basic calculations using online tools. Once proficient with training, will look to cross-train on other products based on business needs.

The CSR will be responsible for answering an average of 50-60 inbound calls per day, ranging from simple requests to market-sensitive complex inquiries from Clients and Financial Professionals/Advisors. Successful candidate will deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, After-Call Work, and Adherence goals established by the department. The position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products, and procedures.

The candidate focus is on Customer Service/Contact Center experience with typing/writing and grammar skills to handle chats as well as calls.

Additional Skills & Qualifications

• Bachelor's Degree preferred, Associate's okay. High School Diploma required.

• A strong commitment to customers - prior customer service experience is a plus with superior customer service skills.

• Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills.

• Strong work ethic, demonstrates commitment, dedication, professionalism, highly engaged and involved in the job. Ability to work alone and with a team in a highly structured environment.

• Ability to learn and retain a large amount of detailed information within a short period of time as well as multitask and use multiple systems simultaneously.

• Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner.

• Successfully manages a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 80% - 85% of the working day.

• Self-motivator and self-learner.

• Knowledge in life insurance with an understanding of the financial market is a plus.

• Reliable; ability to meet attendance and punctuality standards.

Pay and Benefits

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

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Charlotte,NC.

Application Deadline

This position is anticipated to close on Apr 10, 2025.

About TEKsystems:

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

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

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Average salary estimate

$38500 / YEARLY (est.)
min
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$38500K
$38500K

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What You Should Know About *Entry Level* Financial Customer Service Rep *ATTN: Recent College Graduates!*, TEKsystems

Are you a recent college graduate eager to kickstart your career in the financial services sector? Look no further! TEKsystems is on the lookout for an Entry Level Financial Customer Service Representative to join our dynamic team in Charlotte, North Carolina. This is an incredible opportunity for individuals with a passion for customer service and a desire to learn. No prior experience is necessary, although internships in accounting or finance can certainly give you a leg up! In this role, you’ll handle incoming calls related to life insurance products and financial markets. You’ll get to learn a variety of processes while working closely with Floor Support. With a commitment to providing exceptional service, you’ll manage an average of 50-60 calls a day, fostering relationships with clients and helping them navigate through their inquiries. This position promotes personal and professional growth, allowing you to cross-train on different products as you gain proficiency. While our Call Center runs from 8 am to 7 pm during the week, flexibility is essential, as shifts will not necessarily match your personal preferences. If you're ready to dive into the exciting world of finance and make a difference in customers' lives, we’d love to hear from you!

Frequently Asked Questions (FAQs) for *Entry Level* Financial Customer Service Rep *ATTN: Recent College Graduates!* Role at TEKsystems
What are the main responsibilities of an Entry Level Financial Customer Service Rep at TEKsystems?

As an Entry Level Financial Customer Service Representative at TEKsystems, your primary responsibility will be to handle various inquiries from clients about life insurance products and financial market influences. You will be expected to answer approximately 50-60 incoming calls daily, providing both simple responses and handling complex inquiries with professionalism. Participation in training to keep up with new products, policies, and procedures is essential, as is the ability to navigate multiple administrative systems and perform basic calculations.

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What qualifications do I need to apply for the Entry Level Financial Customer Service Rep position at TEKsystems?

To apply for the Entry Level Financial Customer Service Rep position at TEKsystems, a Bachelor's degree is preferred, although an Associate's degree or high school diploma will also be considered. The ideal candidate will exhibit strong interpersonal and communication skills, show commitment to customer service, and have a solid work ethic. Prior customer service experience is a plus, and familiarity with life insurance and financial markets will be beneficial.

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How does the training process work for the Entry Level Financial Customer Service Rep role at TEKsystems?

At TEKsystems, the training process for the Entry Level Financial Customer Service Rep role involves comprehensive sessions that cover customer service protocols, product knowledge, and operational policies. New hires will participate in ongoing training sessions to stay updated on new products and procedures, ensuring they have both the knowledge and skills to provide exceptional service to clients.

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What does the work environment look like for the Entry Level Financial Customer Service Rep at TEKsystems?

The work environment for the Entry Level Financial Customer Service Rep role at TEKsystems is fully onsite in Charlotte, NC. You will work in a structured setting where adherence to schedule and performance goals is essential. Expect a professional atmosphere that fosters collaboration and teamwork, while also allowing for individual performance in handling client queries effectively.

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What benefits can I expect as an Entry Level Financial Customer Service Rep at TEKsystems?

As an Entry Level Financial Customer Service Rep at TEKsystems, you can expect a competitive pay rate along with a comprehensive benefits package that may include medical, dental, and vision coverage, retirement plans, life insurance, disability, and transportation benefits, among others. Eligibility for various benefits is dependent on job classification and length of employment, with opportunities for growth alongside your career.

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Common Interview Questions for *Entry Level* Financial Customer Service Rep *ATTN: Recent College Graduates!*
Can you describe a time when you provided exceptional customer service?

When faced with this question, it's best to use the STAR method: Situation, Task, Action, and Result. Describe a specific instance where you went above and beyond for a customer, the challenges you faced, and how you resolved the issue. Highlight the positive outcome to showcase your dedication to customer service.

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How do you handle a difficult customer?

In responding to this question, emphasize your empathy and communication skills. Discuss the approach you would take to listen to the customer's concerns, validate their feelings, and offer possible solutions. Your goal should be to turn their negative experience into a positive interaction, highlighting your conflict resolution skills.

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What interests you about working in the financial services sector?

When answering this question, reflect on your desire to help clients make informed financial decisions and your interest in the finance industry. Share your long-term career aspirations and how the Entry Level Financial Customer Service Rep position aligns with those goals, portraying your enthusiasm for growth.

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How do you prioritize your workload when dealing with multiple calls?

Discuss your ability to stay organized and focused, especially under pressure. Mention specific techniques you use to manage your time effectively, such as making lists or using CRM software, ensuring that you maintain high-quality service while addressing multiple inquiries.

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What steps do you take to ensure accuracy in your work?

To effectively answer this question, describe methods you implement to double-check your work, such as cross-referencing data or utilizing checklists. Speak about the importance of accuracy in customer service roles and how it impacts client satisfaction and trust.

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Can you explain a complex financial product to a non-financial individual?

When answering this question, demonstrate your ability to simplify financial jargon into understandable language. Share a brief example utilizing relatable analogies or straightforward terms, showing your communication skills and understanding of complex concepts.

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Why do you want to work for TEKsystems specifically?

This question gives an opportunity to express your enthusiasm for TEKsystems and its values. Discuss how TEKsystems’ commitment to transformation and partnership aligns with your career goals, and mention anything notable about the company culture or initiatives that resonate with you.

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How comfortable are you with learning new software systems?

In your response, express your adaptability and willingness to learn, providing examples of past experiences where you quickly gained proficiency with new software. Highlight specific training or projects that demonstrate your technical skills and ease with new technologies.

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What do you think are essential qualities for an Entry Level Financial Customer Service Rep?

Emphasize qualities like excellent communication skills, problem-solving abilities, patience, a strong work ethic, and a customer-centric mindset. Discuss how possessing these traits enables a CSR to navigate complex inquiries effectively and enhance client experiences.

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How do you stay motivated during repetitive tasks?

Answer this question by sharing personal strategies for maintaining motivation, such as setting daily goals, gamifying tasks, or finding enjoyment in helping customers. Reflect on the importance of resilience and staying positive in a customer service role.

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We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America...

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DATE POSTED
March 30, 2025

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