We are looking for a dedicated and detail-oriented Customer Service Associate to join our team in Charlotte, North Carolina. In this long-term contract position, you will play a vital role in delivering exceptional support to customers by addressing inquiries, managing orders, and resolving issues efficiently. This opportunity is ideal for someone who thrives in a fast-paced environment and excels at building strong relationships while maintaining meticulous records.<br><br>Responsibilities:<br>• Respond to customer inquiries promptly, gather necessary details, and resolve issues or escalate them as needed.<br>• Build and maintain positive relationships with customers to ensure satisfaction and loyalty.<br>• Process and manage customer orders accurately, including quoting and order entry.<br>• Review purchase orders for pricing accuracy and ensure all data is correctly recorded.<br>• Utilize Oxaion software to handle order entry, scheduling, and customer account management.<br>• Maintain organized and accurate records of customer transactions, communications, and complaints.<br>• Coordinate with internal teams to ensure smooth workflows and timely order processing.<br>• Assist with special projects and tasks assigned by the Operations Manager, ensuring completion within deadlines.<br>• Use Microsoft Office applications for administrative tasks and documentation.<br>• Travel occasionally for training and customer site visits, as required.
<p>Robert Half is seeking seasoned Customer Service Representatives in Charlotte, NC to support a premier client in the insurance industry. The Customer Service Representative will be responsible for inbound calls and account management, and is an excellent fit for dedicated, detail-oriented professionals. Apply to become a Customer Service Representative today!</p><p><br></p><p><strong>Onsite</strong></p><p><strong>Contract-to-hire</strong></p><p><strong>40 hours per week</strong></p><p><br></p><p>· Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners. </p><p>· Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed. </p><p>· Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions. </p><p>· Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards. </p><p>· Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance. </p>
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Fort Mill, South Carolina. In this role, you will play a pivotal part in ensuring customer satisfaction and supporting sales operations through effective communication and organizational skills. This is a Long-term Contract position ideal for someone who thrives in a fast-paced, collaborative environment and is committed to providing exceptional service.<br><br>Responsibilities:<br>• Prepare and manage customer quotes with a high level of accuracy and attention to detail.<br>• Communicate proactively with customers to address inquiries, ensure satisfaction, and facilitate the progression of sales opportunities.<br>• Perform precise data entry into internal systems to maintain up-to-date and accurate records.<br>• Collaborate with internal teams to deliver seamless and efficient customer experiences.<br>• Handle administrative tasks that contribute to the smooth operation of the department.<br>• Respond to inbound and outbound customer calls in a thorough and courteous manner.<br>• Support the coordination of processes to improve workflow and customer service delivery.<br>• Identify areas for improvement and contribute ideas to enhance customer service operations.<br>• Maintain a friendly and attentive demeanor while interacting with clients and team members.<br>• Adapt to new systems and tools quickly to ensure ongoing efficiency.
<p>We are seeking a Product Support Representative to join our team in Cornelius. This is a fully on-site position with the hours of 10-6 Monday-Friday. A good fit for the role has interest in the stock market and learning more about it! </p><p><br></p><p>The Product Support Representative serves as the primary point of contact for both prospective and current customers in a subscription‑based environment. This role supports users with product navigation, technical troubleshooting, and billing inquiries while ensuring a seamless, positive customer experience. Representatives play a critical role in customer satisfaction, retention, and upselling by providing timely, accurate, and empathetic support across phone, email, and chat.</p><p>In this role, you will help customers understand and utilize the system, assist with account and billing needs, troubleshoot software issues, document interactions in the CRM, and collaborate with internal teams to improve products and processes. You will also maintain continual knowledge of market trends, stock market activity, and educational content to better serve users.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Customer Support & Communication</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat regarding product use, troubleshooting, and billing.</li><li>Answer all assigned communications promptly and professionally.</li><li>Verify customer information in every interaction.</li><li>Provide accurate, timely product guidance, training, and technical support.</li><li>Deliver empathetic support to drive customer satisfaction and retention.</li><li>Identify upselling opportunities for products, services, and courses.</li></ul><p><strong>Billing & Account Management</strong></p><ul><li>Process customer orders, account updates, and payment method changes.</li><li>Escalate billing concerns to the Billing Department.</li><li>Escalate non-standard refunds to the Product Support Manager.</li></ul><p><strong>Technical Troubleshooting & Escalation</strong></p><ul><li>Troubleshoot technical issues within your scope.</li><li>Escalate complex issues to Product Development through proper channels.</li></ul><p><strong>Documentation & CRM Management</strong></p><ul><li>Log all customer interactions, issues, and resolutions accurately.</li></ul><p><strong>Internal Collaboration</strong></p><ul><li>Communicate customer feedback and recurring issues to leadership.</li><li>Support product improvements through beta testing and feedback.</li><li>Moderate live streams, webcasts, and educational sessions as needed.</li></ul><p><strong>Product & Market Knowledge</strong></p><ul><li>Stay up to date on market conditions, educational content, and active promotions.</li><li>Participate in training plans, paper trading, and company portfolio contests.</li></ul><p><strong>Process & Product Improvement</strong></p><ul><li>Suggest improvements for literature, products, website content, and processes.</li><li>Report any identified errors to management.</li></ul>