CFA Institute

Compensation

Full Description

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 (11am–8pm 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 knowledge—an excellent foundation for future advancement across CFA Institute. What You’ll 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 You’ll 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. You'll enjoy: A culture that values empathy, learning, collaboration, and putting clients first. An environment where CSRs gain broad institutional understanding—an 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 process. In 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: $50,000–$55,000 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. #LI-ML1 #LI-HYBRID #LI-REMOTE About CFA Institute CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 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 humanresources@cfainstitute.org 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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome. When you work at CFA Institute, you become part of something bigger. We are a globally renowned company, continually striving to promote the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop during your career helps us achieve that mission – by investing in our employees, we can all succeed. Professional Development When you're able to continually develop your skills and capabilities, we can work together towards a better future. Health & Well-being Our benefits packages compare with the best in the industry, because what matters most to you matters to us. Corporate Citizenship We support community engagement, including a volunteer time off benefit so you can help serve your community. Culture The values of Curiosity, Inclusion, Trust, and Service guide our actions, creating a culture where you feel supported. Inclusion & Diversity Through initiatives like Employee Resource Groups, every one of us can feel welcomed, respected, and safe. Sustainability We are committed to environmental sustainability with continuous efforts to track and mitigate our carbon emissions.