Remote Client Services Rep – Wealth Management Support
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-09-22
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Customer Service/HelpDesk
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Finance & Banking
eClerx is seeking a Remote Client Services Representative to deliver high-quality, multi-channel support for branch and external clients in a wealth management context. The role acts as the liaison between branch personnel and the central Client Services team, handling calls, chats, documentation, and first-line technical assistance.
You will support Wealth Management account services, educate clients on features, and ensure inquiries are resolved with a proactive, customer-centric approach in a
We are seeking a motivated Remote Client Services Rep – Wealth Management Support to join eClerx in United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Client Services Rep – Wealth Management Support role at eClerx, based in United States.
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