Client Services Representative

Client Services Representative (CSR)

Join CFA Institute as a Client Services Representative (CSR) and become part of a team that's redefining client engagement across the financial industry. There are two options available for day shift : Mon-Fri 5am-2pm or Mon-Fri 11am-8pm. The work schedule is a hybrid schedule, with one day per month in the Charlottesville, Virginia office.

What You'll Do

• Serve as the first point of contact for global candidates and members, delivering accurate and empathetic support across voice, chat, and written channels.
• Act as a brand ambassador by personalizing client interactions and ensuring first-contact resolution.
• Troubleshoot technical, functional, and administrative issues with CFA Institute's portal and vendor products.
• Handle sensitive information with discretion and adhere to strict data security protocols.
• Collaborate cross-functionally with IT, Credentialing, Marketing, and other teams to improve client experience.
• Maintain high performance standards across quality assurance, customer satisfaction, and productivity metrics.
• Stay current with product knowledge and technology advancements to support a seamless client journey.
• Demonstrate cultural awareness and inclusivity in every interaction.

What We're Looking For

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position :

Expected salary range : $50,000-55,000 annually

All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like :

If you feel this opportunity could be the next step in your career, we encourage you to apply and complete our three-minute application.