Wealth Management Client Support Specialist

eClerx LLC; Fayetteville (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

eClerx LLC in the United States is seeking a Client Services Representative to deliver high-quality, multi-channel support within a wealth management environment. This role serves as a key contact between branch personnel and the central Client Services team, handling inbound calls and chats, educating clients on account services, and documenting interactions.

The position requires excellent organization, attention to detail, and a customer-centric approach to resolving inquiries quickly.

Qualifications

• High school diploma or equivalent required; 4-year degree is a plus.
• Experience in customer service or contact center role preferred.
• Strong verbal and written communication, including typing and grammar.
• Ability to work in fast-paced, multi-channel environment.

Responsibilities

• Answer inbound calls and chats from internal and external clients.
• Educate callers on Wealth Management account services and online tools.
• Provide tier 1 support for basic computer troubleshooting and CRM ticketing.
• Document interactions and resolutions for future reference.
• Escalate complex issues to higher-tier support when needed.
• Maintain a customer-centric approach to resolve inquiries.

Skills

Communication skills

Customer service

Multi-channel support

Typing and grammar

Organizational skills

Education

High School Diploma or equivalent

Associate’s or Bachelor’s degree preferred

Tools

Microsoft Office Suite

Outlook

Remote access tools

Job description

eClerx LLC in the United States is seeking a Client Services Representative to deliver high-quality, multi-channel support within a wealth management environment. This role serves as a key contact between branch personnel and the central Client Services team, handling inbound calls and chats, educating clients on account services, and documenting interactions.

The position requires excellent organization, attention to detail, and a customer-centric approach to resolving inquiries quickly.