Banking And Financial Services Jobs in Nc Remote

Your potential has a place here with TTEC's award-winning employment experience.

As a Customer Service Representative
- Financial Services, working onsite in Charlotte, NC you'll be a part of bringing humanity to business.

experienceTTEC.

You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.

Our employees have spoken.

Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! What You'll be Doing Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.

During a Typical Day, You'll Answer questions about products via phone while providing website navigation support and assisting with the application process Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request Meet established goals for all performance metrics including call quality, productivity, and schedule adherence Participate in projects or process improvements to drive operational excellence What You Bring to the Role 1 year of customer service experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage of $19 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.

A Bit More About Your Role We're committed to ensuring you have the skills and support to be successful in your role throughout your career.

From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.

And we know that you bring with you the one necessary ingredient that can't be taught – a caring and supportive nature that will shine through as you help customers.

Our TTEC community is here for you as one dynamic, global family.

You'll report to a Team lead.

You'll contribute to the success of the customer experience and the overall success of the team.

About TTEC Our business is about making customers happy.

That's all we do.

Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.

On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.

These exceptional customer experiences start with you.

TTEC is proud to be an equal opportunity employer where 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.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.

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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Travel: Less than 25%

Workstyle: Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Title: Client Service Representative

Job Type: W2 – Contract – 3 months with conversion to FTE

Location: Charlotte, NC

Schedule: M – F, 40 hours per week – Onsite

Pay Rate: $ 20.28 / hour

Interviews: March 25th

Start Date: April 13th

This role serves as the first point of contact for clients, advisors, and business partners, providing high-quality customer service in a fast-paced environment. You will assist with service requests, account questions, and basic issue resolution while educating clients and advisors on company systems, processes, and policies.

MUST HAVE: Participate in a company-sponsored training program to prepare for and obtain FINRA SIE, Series 7, and Series 63 licenses.

Key Responsibilities

• Handle a high volume of inbound calls from clients and advisors to assist with account questions, money movement requests, trades, and general service inquiries.
• Research and resolve customer issues, open service cases, and escalate more complex problems when needed.
• Educate clients and advisors on company systems, policies, and self-service tools.
• Process routine service transactions and respond to information requests using internal systems.
• Collaborate with internal teams to resolve outstanding issues and improve the customer experience.

Required Qualifications

• High school diploma or GED
• 0–1 year of relevant experience
• Strong customer service and communication skills
• Ability to explain information clearly and handle multiple priorities in a fast-paced environment
• Ability to pass background and FINRA verification checks

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We're a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it's supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we're the behind-the-scenes team making everything run smoothly.

Schedule: Monday - Friday 8:00am - 5:00pm

The Operations Supervisor is an independent leader, helping manage the day-to-day people, operations and client.

Job duties

(* denotes an "essential function")

• *Ensure team provides outstanding service to client, while building strong customer relationships
• *Conduct time and absence for direct reports, including ensuring system accuracy and compliance with timekeeping policies and procedures
• *Create an environment conducive to service expansions and new business opportunities
• *Maximize profitability through the effective utilization of labor and resources
• *Immediately resolve any operational problems or issues
• *Produce required reports on schedule
• *Coordinate workflow within the team, prioritizing jobs and delegating duties to associates
• *Balance team's day-to-day work assignments with projects and ad hoc requests related to mail volume, reprographics requests, conference room set up, and vendor management
• *Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines
• *Train new employees on policies and procedures
• *Address performance issues among team members
• *Work with manager to create development plans and challenging assignments for team members
• *Escalate to manager client or team concerns to proactively resolve issues
• Adhere to Williams Lea policies in addition to client site policies
• Use equipment and supplies in a cost-efficient manner
• Other duties as assigned

• Bachelor's degree or equivalent experience
• 3 or more years' proven experience in a customer service environment, legal or financial services industries preferred
• 3 or more years' experience in office support including a combination of administrative, facilities, hospitality, reception, reprographics and mailroom
• Understanding of USPS regulations
• Understanding of reprographics equipment and usage
• Intermediate Microsoft Office Word and Excel skills
• Basic Microsoft PowerPoint skills
• Prior experience managing vendors preferred
• Basic P&L understanding a plus
• Demonstrated experience prioritizing competing priorities under tight deadlines
• Proven customer service skills are required in order to create, maintain and enhance customer relationships.
• Good written and verbal communication skills, including professional telephone and email etiquette.
• Attention to detail with good organizational skills.
• Must be able to meet deadlines and complete all projects in a timely manner.
• Ability to handle sensitive and/or confidential documents and information.
• Able to make independent decisions that conform to business needs and policy.
• Good problem-solving skills, with the ability and understanding of when to escalate a problem to a managerial level.
• Must work well in a team environment.
• Must be able to interact effectively with multi-functional and diverse backgrounds.
• Ability to work in a fast-paced environment.
• Must be self-motivated with positive can-do attitude.

RRD's current salary range for this role is $48,500 to $70,900 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

#WLNAT

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Job Summary:

We are seeking a detail-oriented Financial Analyst to support treasury operations and financial analysis activities. This role will serve as a key point of contact for the maintenance and ongoing development of treasury software and related financial systems. The analyst will collaborate with Financial Administration and Patient Financial Services teams to ensure banking activity is accurately reconciled with accounts receivable and to support efficient patient billing operations.

Key Responsibilities:

• Perform financial analysis and account reconciliation activities to ensure accurate financial reporting.
• Research and analyze financial, banking, and patient billing data to support bank reconciliation and billing operations.
• Prepare status updates and financial reports while providing cross-team and multi-facility support to internal stakeholders.
• Conduct and document departmental financial analysis projects.
• Provide accurate and timely data and insights to support strategic and operational decision-making.
• Maintain the completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system.
• Collaborate with Information Systems teams and software vendors to troubleshoot and resolve system issues.
• Manage, update, and maintain system documentation.
• Assist with training and educating end users on system features, capabilities, and enhancements.
• Prepare and post limited journal entries when reconciling banking activity.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or Information Systems (Required).
• Minimum 3 years of treasury or financial analyst experience, or equivalent role (Required).
• Strong analytical and problem-solving skills (Required).
• Effective written and verbal communication skills (Required).
• Ability to demonstrate initiative, innovative thinking, and sound professional judgment (Required).

Work Environment & Physical Requirements:

• Office-based role requiring extended periods of computer work.
• Must be able to stand, walk, and travel to other facilities using a personal vehicle (Required).
• Ability to lift or carry up to 20 pounds of materials such as files, laptops, or project equipment (Required).

Benefits:

Pride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.

Overview:

Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.

*** Candidate must be authorized to work in USA without requiring sponsorship ***

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*** Location: Rancho Cordova, CA 95670

*** Duration: 3+ months

Important:

• Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
• Work Arrangement: Initial training onsite; remote work permitted after training completion

Job Overview:

The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.

Job Functions:

• Respond to inbound 800-line calls and complete outbound support calls.
• Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
• Assist beneficiaries with enrollment transaction requests, as applicable.
• Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
• Ensure adherence to contract compliance provisions relevant to the role.
• Follow all position-specific policies and procedures while meeting quality and production expectations.

Required Qualifications:

• High school diploma, GED, or equivalent certification.
• At least 1 year of experience in customer service, call center, or a related field.
• Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
• Strong computer literacy and ability to quickly learn new software programs.
• Ability to follow procedures and meet established quality and productivity standards.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.

Preferred Requirement:

• Experience in a health or human services environment.
• Prior public-facing call center experience.

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I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Sam Banga

Lead Recruiter

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies, seeks an accomplished Bilingual Customer Service Representative for a fully remote role.

IMPORTANT:

• Start date: Monday, 4/6/2026 (Orientation)
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese
• Work Location: 11050 Olson Dr., Ste. 100, Rancho Cordova, CA 95670
• Must be local to Rancho Cordova or surrounding cities.
• On Site training: 4-5 weeks from 9:00 am - 6:00 pm PST - Once training is completed, staff will be sent home with equipment to work remote.
• This will be work from home (Client requires a private, secluded space to focus on your work, with no background noise or other distractions that may prevent from providing excellent customer service.)
• Client will be offering candidates based off the resume hence no interviews.
• Candidates requesting time off within the first 90 days of employment must seek approval before applying for this role.
• Duration of this project would be 3 Months with possible extension.
• Candidate will be working from home throughout the assignment after completing training.
• Candidate MUST have high-speed wired Internet connection. Wi-Fi / Wireless connections are not allowed.
• Candidate MUST have a reliable home-office environment.

RESPONSIBILITIES:

• Responds to inbound 800-line calls and completes outbound support calls, provides response to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
• Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
• Maintains updated knowledge of the HCO program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
• Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
• Follows policies and procedures applicable to the position.
• Maintains updated knowledge of managed care plans that are available to beneficiaries in their service area.
• Assists beneficiaries in enrolling/disenrolling in managed care plans.8. Assists beneficiaries with medical exemptions and waiver inquiries.
• Provides beneficiaries with status of enrollment/disenrollment, medical exemptions, and waivers.
• Meets Production and Quality Assurance goals as defined for this position.
• Meets all standards established for this position as outlined in the attached performance criteria.
• Provides backup to the forms processing and research functions in Central Operations at minimum quality standards as specified for a Forms Processor and a Research Analyst level.
• Performs other duties as may be assigned by management.

REQUIRED QUALIFICATIONS:

• Education: At least HS diploma OR GED. (Proof of education is must)
• Must have 2-3 years of Customer Service experience within healthcare/insurance/pharma call center industry.
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese

I'd love to talk to you if you think this position is right up your alley, and assure a prompt communication, whichever direction. If you are looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Recruiter Name: Jatin Rattan

Title: Senior Recruiter

E-mail:

I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally; as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.