4 results for Customer Experience Specialist in Charlotte, NC

Student Account Specialist Are you a detail-oriented professional with strong accounting and communication skills? Do you enjoy working in a mission-driven environment that positively impacts students and their futures? Robert Half is partnering with a well-established organization in the higher education space to find a Student Accounts Specialist. This is a contract-to-hire role, offering a great opportunity to join a collaborative team with the potential to transition into a permanent position. Key Responsibilities:As a Student Accounts Specialist, you will play a critical role in managing and maintaining student financial accounts. Your responsibilities will include:<ul><li>Processing payments and refunds to ensure timely and accurate transactions.</li><li>Reconciling daily deposits to maintain financial accuracy and compliance.</li><li>Managing and resolving past due accounts with professionalism and care.</li><li>Collaborating with financial aid teams to facilitate student funding.</li><li>Posting student payments accurately in the system.</li><li>Answering inquiries regarding student payments and accounts with clarity and excellent customer service.</li><li>Developing and maintaining reports on outstanding debts to track and manage balances.</li><li>Processing and monitoring student sponsorships, grants, and scholarships to support educational funding.</li><li>Handling financial aid transmittals and ensuring proper recordkeeping.</li><li>Tracking and managing stale refund checks, ensuring accurate processing and compliance.</li></ul>

Virtual Support Specialist/ Administrative Assistant Virtual Support Specialist provides administrative support to Financial Advisors. Account establishment, account maintenance, transferring accounts, moving money, client reporting, market submissions. resolve advisor escalations. We are seeking a dedicated and detail-oriented Virtual Support Specialist to provide high-quality, administrative and operational support to financial advisors. In this role, you will play a critical part in facilitating daily tasks, ensuring efficiency, and helping financial advisors deliver superior results to their clients. The ideal candidate will possess strong communication, organizational, and problem-solving skills, as well as familiarity with financial services operations and tools. Key Responsibilities: Administrative Assistance: Manage calendars, schedule appointments, and coordinate meetings for financial advisors. Handle travel arrangements, expense reporting, and other administrative tasks. Client Relationship Management (CRM): Update and maintain CRM systems with client data, notes, and meeting outcomes. Track client communications to ensure timely follow-ups and relationship building. Document Preparation & Management: Prepare client-facing documents, presentations, and reports using tools like Excel, Word, and PowerPoint. Monitor and file sensitive documents securely to ensure compliance with industry regulations. Client Communication Support: Assist with drafting correspondence, newsletters, and client outreach materials. Schedule and support client review meetings, ensuring all necessary data and resources are available. Operational Support: Process new client onboarding paperwork and ensure compliance with industry standards. Monitor account activity and flag action items for financial advisors. Technology & Tools Assistance: Use and support technology platforms frequently utilized by financial advisors, such as CRM systems, financial planning software, and video conferencing tools. Troubleshoot minor technical issues and liaise with IT personnel as needed. Compliance and Documentation: Ensure all communication and documentation aligns with regulatory requirements within the financial services industry. Maintain privacy and confidentiality standards when handling sensitive client information. Continuous Improvement: Proactively identify process improvement opportunities to optimize workflows and enhance productivity. Stay up to date on industry trends and best practices related to supporting financial advisors.

Social Media Specialist We are offering a long-term contract employment opportunity for a Social Media Specialist in the retail industry, based in Charlotte, North Carolina. This role involves managing social media platforms, creating engaging content, and monitoring performance to optimize our social media strategy. Responsibilities: • Develop and implement a content strategy that aligns with our consumer marketing goals. • Compose captivating captions for social media posts that reflect our brand identity. • Select, edit, and create visual content, including images, videos, and graphics, to enhance the impact of our posts. • Collaborate with our marketing team to repurpose user-generated content for our social media channels, ensuring it adheres to our brand voice and visual style. • Oversee our presence on various social media platforms, including Instagram, Facebook, and TikTok. • Utilize scheduling tools to plan and publish posts efficiently. • Stay updated with the latest social media trends and propose innovative ideas to leverage these trends. • Engage actively with our online community by responding to comments, messages, and mentions, and escalating customer service-related inquiries to the relevant team. • Identify opportunities to interact with our retailers' social accounts to foster stronger relationships. • Monitor the performance of our social media posts, analyze the results, and recommend modifications to our content strategy based on these insights.

Collections Specialist We are offering a long term contract employment opportunity for a Collections Specialist in the financial services industry. The position is based in Charlotte, North Carolina, United States. In this role, you will be instrumental in managing customer relations, overseeing customer accounts, and ensuring compliance with all relevant regulations. Responsibilities • Implement effective telephone collection activities to reduce delinquent debt. • Accurately manage and update customer credit records. • Process credit loan applications with precision and efficiency. • Adhere to all company policies as well as State and Federal lending regulations, particularly in relation to title recording and report maintenance. • Develop, maintain and enhance customer relations, both in person and over the phone. • Accurately post payments and fees to customer accounts in line with Company Policy. • Utilize Microsoft Excel and other Microsoft tools to effectively perform data entry of loan application and relevant documents. • Execute customer solicitations at counter and by telephone to increase account volume. • Sign checks for loans, branch expenses, and money remittances as necessary. • Close loans under the direction of the Manager.