The Account Services Representative assists customers via inbound calls, resolving issues, ensuring timely resolutions, and complying with company policies while providing excellent service.
Position Summary: The Account Services Representative responds efficiently and accurately to callers, explaining possible solutions, and ensuring that customers feel supported and valued. The days and times for this role are as follows: 10:30am to 7:00pm, Monday - Friday with some weekend work.
Essential Function and Responsibilities:
- Answers inbound calls to assist and resolve customers’ questions
- Identifies resolutions for customers’ issues and concerns
- Submits appropriate paperwork to process resolutions
- Ensures all pending issues are resolved in a timely manner
- Remains updated on company changes to effectively assist distributors
- Utilizing software, databases, scripts, and tools appropriately
- Provide follow-up phone calls to distributors, when needed
- Complies with company policies and procedures
- Addresses employee or customer concerns and/or elevates to the Management team
- Assists employees
- Acts as an ambassador and champion of the company culture, ethics, and values
- Complies with company policies and procedures.
- Performs other duties as needed.
Education & Experience:
- High School diploma or equivalent
- One (1) to three (3) years of experience in call center, customer services, or general office duties
- Demonstrated experience in learning new processes and working in a high-volume area
- Demonstrated experience in working with various levels of employees with different educational backgrounds, work style habits and employment histories
Computer/Communication Skills:
- Proficient use of MS Office programs: Word, Excel, and Outlook, required
- Ability to get along and work with diverse personalities; tactful, mature, flexible
Top Skills
Excel
MS Office
Outlook
Word
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
