Candidate & Learner Services Specialist

Candidate & Learner Services Specialist

Are you passionate about creating exceptional candidate experiences? Do you thrive in dynamic environments where your attention to detail and problem-solving skills make a real impact? Are you ready to support global credentialing programs that shape the future of finance?

Join CFA Institute as a Candidate & Learner Services Specialist and help us deliver world-class support to candidates pursuing the CFA designation and other credentialing programs. This role is based in Charlottesville, VA, with flexibility for remote or hybrid work in approved U.S. jurisdictions.

What You'll Do

Serve as a key point of contact for escalated candidate communications, resolving issues with professionalism and empathy.

Manage the candidate accommodation process, including coordination with medical consultants and legal counsel to ensure seamless delivery of legally required accommodations.

Develop and maintain operational procedures and guides that enhance the candidate experience during exam administration.

Track and analyze candidate escalation metrics to assess vendor performance and recommend service improvements.

Identify and implement process and system enhancements to boost efficiency, quality, and alignment with strategic goals.

Support operational tasks such as risk identification, business continuity planning, and process documentation.

What We're Looking For

Bachelor's degree or equivalent combination of education and experience.

Proven success in client-centered roles requiring precision and attention to detail.

Experience in international testing or credentialing environments is a plus.

Strong written and verbal communication skills, with a talent for crafting clear, client-focused messaging.

Proficiency in Microsoft Office tools and familiarity with Salesforce, CMS platforms, and AI toolsor a willingness to learn.

Ability to manage competing priorities with agility and composure in fast-paced settings.

Naturally curious and proactive, with a solution-oriented mindset and a drive to improve team performance and processes.

Why Join Us

Be part of a mission-driven organization that empowers investment professionals worldwide.

Work in a collaborative, inclusive environment that values innovation and continuous improvement.

Enjoy flexible work arrangements and opportunities for professional growth.

Contribute to meaningful work that supports candidates on their journey to becoming charterholders.

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 : $70,000-80,000 per year

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.

About CFA Institute

CFA Institute is 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 :

Comprehensive health coverage for you and your family

Generous leave and time off

Competitive retirement plans

Flexible work options

Wellness, education, and support programs

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