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CFA Institute · 1 month ago

Client Services Representative - Mid Shift (11:00am - 8:00pm)

United States

Full-time

Remote

New Grad, Entry Level

$50K/yr - $55K/yr

CFA Institute is the global leader in investment excellence and ethics. As a Client Services Representative, you will provide empathetic support to candidates and members while troubleshooting issues and collaborating with various teams to enhance service quality.

Financial Services

Responsibilities

Serve as the first point of contact for global candidates and members, providing accurate, empathetic support across voice, chat, and written channels

Act as a brand ambassador, personalizing each interaction and striving for first-contact resolution

Troubleshoot technical, functional, and administrative issues related to CFA Institute portals, registrations, and vendor platforms

Handle sensitive information with professionalism and strict adherence to data-security protocols

Collaborate with colleagues in IT, Credentialing, Marketing, and other teams to drive continuous improvement

Maintain strong performance across customer satisfaction, productivity, quality assurance, and service metrics

Demonstrate cultural competency and inclusivity in every interaction with our global community

Qualification

Customer serviceTechnical troubleshootingSalesforce Service CloudFluency in EnglishOrganizational skillsCultural competencyEmpathyAgilityVerbal communicationWritten communication

Required

Proven success delivering frontline customer service resolving real-time issues for a diverse customer base

Experience in a fast-paced contact center or office environment with phone- and email-based service

Strong organizational skills and the ability to manage multiple priorities independently

Excellent verbal and written communication skills with a professional, diplomatic tone

Detail-oriented, tech-savvy, and eager to learn new systems and tools

Fluency in English (additional languages a plus)

Must reside within a commutable distance to Charlottesville, VA (required for in-office training and monthly hybrid workdays)

Preferred

Experience with Salesforce Service Cloud or similar customer service/case management platforms

Benefits

Eligibility for annual incentives

12% retirement employer contribution

Competitive medical benefits

Comprehensive health coverage for you and your family

Generous leave and time off

Competitive retirement plans

Flexible work options

Wellness, education, and support programs

Company

CFA Institute

Glassdoor3.3

Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.

Founded in 1947