Trainer Customer Operations Specialist

Trainer - Financial Services
Location Faytteville, NC, US
Type: Full-time
Job Summary
This position supports the delivery of training programs that help new hires develop the skills, knowledge, and behaviors needed to succeed in customer service roles supporting the Wealth Management department for a tier 1 investment bank. Working under the guidance of the Lead Trainer, this role facilitates training sessions, provides learner support, tracks performance, and helps ensure a positive and engaging learning experience.
Responsibilities
Training Delivery: Facilitate instructor-led training sessions using established training materials and curriculum.
Learner Support: Answer questions, provide clarification on training content, and support learners throughout the onboarding process.
Coaching and Feedback: Provide ongoing coaching and constructive feedback to new hires to help improve performance and confidence.
Progress Tracking: Monitor learner attendance, participation, assessment results, and overall progress throughout training.
Training Administration: Assist with training logistics, including scheduling, class preparation, reporting, and maintaining training records.
Collaboration: Partner with the Lead Trainer, supervisors, and subject matter experts to ensure training content remains accurate and effective.
Continuous Improvement: Provide feedback on training materials and identify opportunities to improve the learner experience.
Eligibility Requirements
Associate's degree, Bachelor's degree, or equivalent professional experience
1-3 years of customer service, training, coaching, or related experience
Experience facilitating group discussions, presentations, or coaching sessions preferred
Strong communication, interpersonal, and organizational skills
Ability to learn and explain complex concepts in a clear and engaging manner
Proficiency with Microsoft Office and virtual training platforms
Financial services experience preferred but not required
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.​
The 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.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here