Remote Client Services Rep – Wealth Management Support

eClerx; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

eClerx is seeking a Remote Client Services Representative to deliver high-quality, multi-channel support for branch and external clients in a wealth management context. The role acts as the liaison between branch personnel and the central Client Services team, handling calls, chats, documentation, and first-line technical assistance.

You will support Wealth Management account services, educate clients on features, and ensure inquiries are resolved with a proactive, customer-centric approach in a

Qualifications

• High school diploma or equivalent required.
• Customer service, client service, or contact center experience preferred.
• Excellent verbal and written communication, including grammar and typing.
• Strong organization, detail orientation, and follow-up skills.
• Ability to resolve inquiries thoroughly in a fast-paced, multi-channel environment.
• Experience with Microsoft Office Suite and Outlook troubleshooting.

Responsibilities

• Answer inbound calls and chats from internal and external clients.
• Educate callers on account services, features, and resources.
• Provide tier 1 technical support and document incidents in the CRM.
• Resolve inquiries professionally with a customer-centric approach.
• Document interactions, tickets, and resolutions for future reference.
• Escalate complex issues to higher-tier support when needed.
• Assist with Outlook, Office, remote access, and Windows navigation inquiries.

Skills

Customer service

Multi-channel support

Clear communication

Problem solving

CRM usage

Education

High school diploma

Tools

CRM ticketing

Microsoft Office

Outlook

Remote access tools

Job description

eClerx is seeking a Remote Client Services Representative to deliver high-quality, multi-channel support for branch and external clients in a wealth management context. The role acts as the liaison between branch personnel and the central Client Services team, handling calls, chats, documentation, and first-line technical assistance.

You will support Wealth Management account services, educate clients on features, and ensure inquiries are resolved with a proactive, customer-centric approach in a