Client Services Representative

• Serve as the first point of contact for global candidates and members, providing accurate, empathetic support across voice, chat, and written channels.
• Act as a brand ambassador, personalizing each interaction and striving for first-contact resolution.
• Troubleshoot technical, functional, and administrative issues related to CFA Institute portals, registrations, and vendor platforms.
• Handle sensitive information with professionalism and strict adherence to data-security protocols.
• Collaborate with colleagues in IT, Credentialing, Marketing, and other teams to drive continuous improvement.
• Maintain strong performance across customer satisfaction, productivity, quality assurance, and service metrics.
• Demonstrate cultural competency and inclusivity in every interaction with our global community.

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