Client Services Representative-Financial Services

eClerx; Fayetteville (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

eClerx is seeking a Client Services Representative for Wealth Management in Fayetteville, NC. You will deliver high-quality, multi-channel support to internal branch clients and external clients, serving as a bridge to the central Client Services team and handling basic troubleshooting and CRM ticket creation.

Responsibilities include answering calls/chats, educating clients on account services, and documenting interactions with a strong customer focus.

Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• A 4-year degree in a related field is a plus.
• Experience in customer service, client service, branch support, or contact center.
• Excellent verbal and written communication skills.
• Strong organizational skills, attention to detail, and excellent follow-up.

Responsibilities

• Answer inbound calls and chats in a multi-channel environment from internal branch clients.
• Educate callers on Wealth Management account services, features, online services, document support, and resources.
• Provide tier 1 support for basic computer troubleshooting, including incident documentation and CRM ticket creation.
• Resolve inquiries efficiently with a customer-centric approach.
• Document calls, tickets, steps taken, and resolutions for future reference.
• Escalate complex issues to higher-tier support when needed.
• Operate in a fast-paced environment while handling multiple tasks.
• Follow up to ensure issues are fully resolved and clients understand tools and resources.

Skills

Verbal communication

Written communication

Customer service

Multichannel support

Organization

Follow-up

Microsoft Office

Outlook

Remote access tools

Education

High school diploma

Associate degree

Bachelor’s degree

4-year degree in related field

Tools

Microsoft Office Suite

Outlook

Remote access tools

CRM ticketing

Job description

Job Description

Client Services Representative-Wealth Management

Type: Full-time

Job Summary

The Client Services Representative delivers high-quality, multi-channel support to internal branch clients and external clients within a wealth management environment. This role serves as a key point of contact between branch personnel and the central Client Services team, answering inbound calls and chats, educating clients on account services and capabilities, documenting interactions, and providing first-line technical troubleshooting support. Success in the role requires strong organization, attention to detail, excellent follow-up, and a customer-centric approach to thoroughly resolving inquiries in a fast-paced, changing environment.

This position works within Service Group Client Services, supporting the Firm’s Financial Advisors, assistants, internal branch clients, and external clients. The role is important to maintaining reliable, responsive service for branch personnel and clients by connecting customer service, account support, and first-line technical assistance in one service experience.

Responsibilities

Answer inbound calls and chats in a multi-channel environment from internal clients at branch locations.

Educate callers on Wealth Management account services, features, online services, document support, and available resources.

Provide tier 1 support for basic computer troubleshooting, including simple solutions, incident documentation, and CRM ticket creation.

Resolve a wide variety of inquiries efficiently, professionally, and with a superior customer-centric focus.

Document calls, tickets, steps taken, and resolutions accurately to support future reference and analysis.

Escalate complex technical or account-service issues to the appropriate higher-tier support team when needed.

Operate effectively in a fast-paced, changing environment while handling multiple tasks and priorities.

Follow up thoroughly to ensure issues are fully resolved and clients understand available tools and resources

Thoroughly resolve inquiries using a customer-centric approach

Educate branch clients on account services, capabilities, online services, and available resources

Use clear, polite, and professional communication to build productive

Guide users through basic computer troubleshooting and simple solutions.

Support Outlook, Microsoft Office, remote access, Windows navigation, peripherals, and basic networking inquiries.

Escalate complex issues to higher-tier technicians when needed.

Document calls, tickets, actions taken, and resolutions accurately.

Handle multiple tasks efficiently in a fast-paced, changing environment.

Apply strong organization, attention to detail, and excellent follow-up.

Eligibility Requirements

High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred. A 4-year degree in a related field is a plus.

Prior experience in a customer service, client service, branch support, or contact center role, ideally within financial services or wealth management.

Excellent verbal and written communication skills, including proficient typing and grammar skills.

Strong organizational skills, attention to detail, and excellent follow-up skills.

Superior customer-centric focus and proven ability to thoroughly resolve customer inquiries.

Ability to perform effectively in a fast-paced, multi-channel environment while handling a wide variety of tasks.

Proficiency with Microsoft Office Suite and ability to troubleshoot common Outlook and Microsoft Office issues.

Basic computer troubleshooting skills, including the ability to document calls and tickets accurately.

Windows navigation skills and basic understanding of computer networking.

Experience using remote access tools to assist clients.

Ability to provide first-line support and elevate appropriately when issues require higher-tier technical assistance.

About eClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.

The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

• Locations Fayetteville, North Carolina, United States