Wealth Management Training & Customer Ops Specialist

eClerx; Fayetteville (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

eClerx seeks a Trainer Customer Operations Specialist in Fayetteville, NC to support the delivery of training programs for new hires in customer service roles within Wealth Management for a tier 1 investment bank. You will facilitate sessions, provide learner support, and help create a positive, engaging learning experience.

Under the guidance of the Lead Trainer, you will track progress, coach learners, manage logistics, and collaborate with supervisors and subject matter experts to keep

Qualifications

• Associate's degree, Bachelor's degree, or equivalent professional experience
• 1-3 years of customer service, training, coaching, or related experience
• Experience facilitating group discussions, presentations, or coaching sessions preferred
• Strong communication, interpersonal, and organizational skills
• Ability to learn and explain complex concepts in a clear and engaging manner
• Proficiency with Microsoft Office and virtual training platforms
• Financial services experience preferred but not required

Responsibilities

• Training Delivery: Facilitate instructor-led training sessions using established training materials and curriculum.
• Learner Support: Answer questions, provide clarification on training content, and support learners throughout the onboarding process.
• Coaching and Feedback: Provide ongoing coaching and constructive feedback to new hires to help improve performance and confidence.
• Progress Tracking: Monitor learner attendance, participation, assessment results, and overall progress throughout training.
• Training Administration: Assist with training logistics, including scheduling, class preparation, reporting, and maintaining training records.
• Collaboration: Partner with the Lead Trainer, supervisors, and subject matter experts to ensure training content remains accurate and effective.
• Continuous Improvement: Provide feedback on training materials and identify opportunities to improve the learner experience.

Skills

Customer service experience

Training experience

Coaching experience

Strong communication

Education

Associate's degree

Bachelor's degree

Equivalent professional experience

Tools

Microsoft Office

Virtual training platforms

Job description

eClerx seeks a Trainer Customer Operations Specialist in Fayetteville, NC to support the delivery of training programs for new hires in customer service roles within Wealth Management for a tier 1 investment bank. You will facilitate sessions, provide learner support, and help create a positive, engaging learning experience.

Under the guidance of the Lead Trainer, you will track progress, coach learners, manage logistics, and collaborate with supervisors and subject matter experts to keep