CFA Institute · 22 hours ago
Client Services Representative (Hybrid)
Charlottesville, IN
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $55K/yrCFA Institute is a global leader in investment excellence and ethics, and they are seeking a Client Services Representative to support candidates and members in their pursuit of finance credentials. This role focuses on providing empathetic guidance and resolving complex customer inquiries through various communication channels.
Financial Services
Responsibilities
Serve as the primary point of contact for candidates, members, and prospects via phone, chat, and written channels, providing clear, accurate, and empathetic guidance
Take ownership of customer inquiries that require critical thinking, interpretation of policies, and sound judgment, not simple transactional responses
Personalize each interaction, balancing policy adherence with customer advocacy to achieve effective first-contact or end-to-end resolution
Navigate multiple internal systems to research issues, explain outcomes, and guide customers confidently through next steps
Manage sensitive and confidential information with discretion and strict adherence to data-security and privacy standards
Collaborate with internal partners (Credentialing, Marketing, Technology, and others) to resolve complex cases and identify experience improvements
Consistently meet performance expectations across customer satisfaction, quality, and productivity while maintaining a human-centered approach
Demonstrate cultural awareness and professionalism when supporting a diverse, global community
Qualification
Required
Serve as the primary point of contact for candidates, members, and prospects via phone, chat, and written channels, providing clear, accurate, and empathetic guidance
Take ownership of customer inquiries that require critical thinking, interpretation of policies, and sound judgment, not simple transactional responses
Personalize each interaction, balancing policy adherence with customer advocacy to achieve effective first-contact or end-to-end resolution
Navigate multiple internal systems to research issues, explain outcomes, and guide customers confidently through next steps
Manage sensitive and confidential information with discretion and strict adherence to data-security and privacy standards
Collaborate with internal partners (Credentialing, Marketing, Technology, and others) to resolve complex cases and identify experience improvements
Consistently meet performance expectations across customer satisfaction, quality, and productivity while maintaining a human-centered approach
Demonstrate cultural awareness and professionalism when supporting a diverse, global community
Preferred
Background in professional services, education, credentialing, membership, or regulated environments where accuracy and customer trust are critical
Experience supporting customers through policy-driven or eligibility-based processes rather than IT incidents or technical escalations
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
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.
Founded in 1947
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Margaret Franklin, CFA
President and CEO
Andrew Rome, JD, SHRM-SCP
Chief People Officer
Company data provided by crunchbase