Candidate & Learner Services Specialist

Are you passionate about creating exceptional candidate experiences Do you thrive in dynamic environments where your attention to detail and problem-solving skills make a real impact Are you ready to support global credentialing programs that shape the future of finance

Join CFA Institute as a Candidate & Learner Services Specialist and help us deliver world-class support to candidates pursuing the CFA designation and other credentialing programs. This role is based in Charlottesville VA with flexibility for remote or hybrid work in approved U.S. jurisdictions.

What Youll Do

• Serve as a key point of contact for escalated candidate communications resolving issues with professionalism and empathy.

• Manage the candidate accommodation process including coordination with medical consultants and legal counsel to ensure seamless delivery of legally required accommodations.

• Develop and maintain operational procedures and guides that enhance the candidate experience during exam administration.

• Track and analyze candidate escalation metrics to assess vendor performance and recommend service improvements.

• Identify and implement process and system enhancements to boost efficiency quality and alignment with strategic goals.

• Support operational tasks such as risk identification business continuity planning and process documentation.

What Were Looking For

• Bachelors degree or equivalent combination of education and experience.

• Proven success in client-centered roles requiring precision and attention to detail.

• Experience in international testing or credentialing environments is a plus.

• Strong written and verbal communication skills with a talent for crafting clear client-focused messaging.

• Proficiency in Microsoft Office tools and familiarity with Salesforce CMS platforms and AI toolsor a willingness to learn.

• Ability to manage competing priorities with agility and composure in fast-paced settings.

• Naturally curious and proactive with a solution-oriented mindset and a drive to improve team performance and processes.

Why Join Us

• Be part of a mission-driven organization that empowers investment professionals worldwide.

• Work in a collaborative inclusive environment that values innovation and continuous improvement.

• Enjoy flexible work arrangements and opportunities for professional growth.

• Contribute to meaningful work that supports candidates on their journey to becoming charterholders.

At CFA Institute we are committed to transparency and equity in our hiring compliance with wage transparency laws in many of the jurisdictions in which we recruit we provide the following information regarding compensation for this position:

Expected salary range: $ per year

All salary ranges are subject to adjustment based on experience education and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus a 12% employer contribution to a 401(k) or pension plan and a comprehensive medical benefits package.

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200000 charterholders across 160 markets we drive professional growth ethical behavior and better markets. We care about our employees well-being offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness education and support programs

If you feel this opportunity could be the next step in your career we encourage you to click Apply and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education experience or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee group of employees or prospective employee on the basis of race color national origin citizenship or immigration status religion creed or belief age marital or partnership status marital or family status care giver status pregnancy and maternity sexual and other reproductive health decisions physical abilities/qualities disability sexual orientation gender gender identity or expression predisposing genetic characteristic military or veteran status status as a victim or witness of domestic violence or sex offense or stalking unemployment status infectious disease carrier status migrant worker status educational background socio-economic status geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment including but not limited to recruitment hiring compensation training development promotion demotion layoff recall furlough transfer leave of absence and dismissal. This is a global policy that applies to all CFA Institute employees regardless of location.

If due to a disability or current medical condition you need an accommodation or assistance to complete a job application you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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