Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
About the role
- Client Services Representative at CFA Institute providing support to global candidates and members across various communication channels. Troubleshooting issues and ensuring high customer satisfaction during mid-shift hours.
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.
Requirements
- 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).
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.