Are you energized by helping people solve real problems Do you thrive on delivering exceptional service in a fast-paced global environment As a Client Services Representative (CSR) at CFA Institute you will be on the front lines of our Global Contact Center serving candidates members and prospective applicants from around the world. Your empathy agility and problem-solving skills will directly shape the experience of individuals pursuing one of the most respected credentials in finance.

This mid-shift role (11am8pm ET) offers a unique opportunity to support our global audience during high-demand hours while growing your career in a mission-driven organization. CSRs gain broad organizational knowledgean excellent foundation for future advancement across CFA Institute.

What Youll Do

• 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.

What Youll Bring

Minimum Qualifications

• Proven success delivering frontline customer service resolving real-time issues for a diverse customer base.

• Experience in a fast-paced contact center or office environment with phone- and email-based service.

• Strong organizational skills and the ability to manage multiple priorities independently.

• Excellent verbal and written communication skills with a professional diplomatic tone.

• Detail-oriented tech-savvy and eager to learn new systems and tools.

• Fluency in English (additional languages a plus).

• Must reside within a commutable distance to Charlottesville VA (required for in-office training and monthly hybrid workdays).

Preferred Qualifications

• Experience with Salesforce Service Cloud or similar customer service/case management platforms.

Why Join Us

Working at CFA Institute means being part of a global mission that advances the highest standards of ethics education and professional excellence in the investment profession. Youll enjoy:

• A culture that values empathy learning collaboration and putting clients first.

• An environment where CSRs gain broad institutional understandingan ideal foundation for career progression into roles across Operations Credentialing Member Services IT partnerships and more.

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: $50000$55000 annually

Other benefits include eligibility for annual incentives 12% retirement employer contribution and competitive medical benefits.

All salary ranges are subject to adjustment based on experience education and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.

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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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