Client Services Representative at eClerx Career Site — Fayetteville, USA | Base Career

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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

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 escalate appropriately when issues require higher-tier technical assistance.

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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.

For more information, visit www.eclerx.com

You can also find us on:

https://www.linkedin.com/company/eclerx/

https://www.indeed.com/cmp/Eclerx/about

https://www.glassdoor.com/eClerx

Client Services Representative

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