Wealth Management Client Services Specialist

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

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.