The role involves answering customer live chats, evaluating issues, building relationships, and providing administrative support, all while maintaining a professional image.
Company Description
The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.
Job DescriptionResponsibilities:
- Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
- Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
- Crete relationships with new customers to better understand and achieve their needs
- Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
- Promotes interest in client products and services
- Consistently achieves established standards of the position
- Continually portray and project a positive and professional image.
- Provide administrative support to the customer service team
- May assist with overflow work and other duties as needed
- Promotes interest in client products and services
- Consistently achieves established standards of the position
- Continually portray and project a positive and professional image
- Provide administrative support to the customer service team
- May assist with overflow work and other duties as needed
- This position is also a remote position in which you will be working from home
Requirements:
- High school diploma or equivalent.
- Experience in customer service.
- Strong telephone etiquette.
- Familiarity with CRM tools.
- Excellent communication skills.
- Ability to manage multiple tasks at once.
- Ability to adapt to different personalities.
All your information will be kept confidential according to EEO guidelines.
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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)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- 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


