{"id":1116015,"url":"https://alion.io/job/eclerx-client-services-representative-financial-services","title":"Client Services Representative-Financial Services","company":{"id":7203,"name":"eClerx","domain":"eclerx.com","url":"https://alion.io/company/eclerx","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":88,"open_postings":95,"ghost_share":0,"stale_share":0.474,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Fayetteville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false},{"name":"Windows","optional":false},{"name":"LinkedIn","optional":true}],"status":"live","first_seen_at":"2026-07-29T19:14:43Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-13T14:54:29Z","board_verified":true,"closed_at":null,"days_open":75,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":75},"description":"Client Services Representative-Financial Services\nLocation: Fayetteville, NC\nType: Full-time\nJob Summary\nThe 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.\nThis 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.\nResponsibilities\nAnswer inbound calls and chats in a multi-channel environment from internal clients at branch locations.\n\nEducate callers on Wealth Management account services, features, online services, document support, and available resources.\n\nProvide tier 1 support for basic computer troubleshooting, including simple solutions, incident documentation, and CRM ticket creation.\n\nResolve a wide variety of inquiries efficiently, professionally, and with a superior customer-centric focus.\n\nDocument calls, tickets, steps taken, and resolutions accurately to support future reference and analysis.\n\nEscalate complex technical or account-service issues to the appropriate higher-tier support team when needed.\n\nOperate effectively in a fast-paced, changing environment while handling multiple tasks and priorities.\n\nFollow up thoroughly to ensure issues are fully resolved and clients understand available tools and resources\n\nThoroughly resolve inquiries using a customer-centric approach\n\nEducate branch clients on account services, capabilities, online services, and available resources\n\nUse clear, polite, and professional communication to build productive\n\nGuide users through basic computer troubleshooting and simple solutions.\n\nSupport Outlook, Microsoft Office, remote access, Windows navigation, peripherals, and basic networking inquiries.\n\nEscalate complex issues to higher-tier technicians when needed.\n\nDocument calls, tickets, actions taken, and resolutions accurately.\n\nHandle multiple tasks efficiently in a fast-paced, changing environment.\n\nApply strong organization, attention to detail, and excellent follow-up.\n\nEligibility Requirements\nHigh school diploma or equivalent required; Associate’s or Bachelor’s degree preferred. A 4-year degree in a related field is a plus.\n\nPrior experience in a customer service, client service, branch support, or contact center role.\n\nExcellent verbal and written communication skills, including proficient typing and grammar skills.\n\nStrong organizational skills, attention to detail, and excellent follow-up skills.\n\nSuperior customer-centric focus and proven ability to thoroughly resolve customer inquiries.\n\nAbility to perform effectively in a fast-paced, multi-channel environment while handling a wide variety of tasks.\n\nProficiency with Microsoft Office Suite and ability to troubleshoot common Outlook and Microsoft Office issues.\n\nBasic computer troubleshooting skills, including the ability to document calls and tickets accurately.\n\nWindows navigation skills and basic understanding of computer networking.\n\nExperience using remote access tools to assist clients.\n\nAbility to provide first-line support and escalate appropriately when issues require higher-tier technical assistance.\n\nNice to Have\nFinancial services or wealth management experience.\n\nAbout eClerx\neClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.\nThe 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.\nFor more information, visit www.eclerx.com\nYou can also find us on:\nhttps://www.linkedin.com/company/eclerx/\nhttps://www.indeed.com/cmp/Eclerx/about\nhttps://www.glassdoor.com/eClerx","description_format":"text","description_chars":4866,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["IT Consulting & Digital Transformation","Business Process Outsourcing (BPO)","AI Consulting & Integration","Analytics & BI Consulting"],"lifecycle":[{"event":"open","at":"2026-09-22T15:45:44Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 9 · green card filings: 1","filings_12m":9,"filings_prev_12m":8,"green_card_filings_12m":1,"median_offered_wage_usd":147000,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.376,"p_room":0.28,"age_days":75,"expected_fill_days":37,"reasons":["conf:1","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/eclerx-client-services-representative-financial-services","json_url":"https://alion.io/job/eclerx-client-services-representative-financial-services.json","meta":{"generated_at":"2026-10-13T19:00:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":29120,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7203},"rest":"https://alion.io/mcp/rest/get_company?id=7203"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Feclerx-client-services-representative-financial-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Feclerx-client-services-representative-financial-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Feclerx-client-services-representative-financial-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/eclerx-client-services-representative-financial-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Feclerx-client-services-representative-financial-services"}]}