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

Remote Full-time
CFA Institute is the global leader in investment excellence and ethics. They are seeking a Client Services Representative to provide exceptional service to candidates, members, and prospective applicants while troubleshooting issues and collaborating with various teams to enhance customer experience. 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 Skills 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) 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 Overview Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. It was founded in 1947, and is headquartered in Charlottesville, VA, US, with a workforce of 501-1000 employees. Its website is
Apply Now →

Similar Jobs

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote

USPS Office Helper

Remote

[Remote] Technical Account Manager TAM (USA)

Remote

**Remote Email/Chat Support Clerk Assistant (Entry Level) at blithequark**

Remote

[Remote] Technical Support Associate

Remote

(Remote) Data Entry Work From Home / Research Panelist

Remote

User Research

Remote

**Experienced Full Stack Customer Support Agent – Flexible Remote Work Opportunities with Competitive Hourly Rate**

Remote

Business Development Manager-Midwest (Southfield, MI, US)

Remote

EHS Business Partner (Remote w/ Travel)

Remote

Experienced Full Stack Data Entry Specialist – Remote Work Opportunity at careerzynith

Remote

Channel Sales Manager, APAC

Remote
← Back