eClerx
Client Services Representative-Financial Services
Fayetteville, North Carolina, United States · Full-time
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About the role
- 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 pers...
Responsibilities
- Full-time 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.
This listing is sourced directly from eClerx's careers page and normalized into a canonical job model.