Job Description
Entry Level Client Representative
Forge Fidelity Group Charlotte, NC
Forge your path. Build your skills. Create your legacy.
Forge Fidelity Group is looking for an Entry Level Client Representative to join our growing team in Charlotte, NC. This is an opportunity for a motivated, people-focused individual to gain hands-on experience in client relations, customer engagement, sales, and leadership while working alongside experienced professionals committed to helping you grow.
At Forge Fidelity Group, we believe success is built—not given. Our team combines face-to-face client and customer engagement, professional development, and hands-on mentorship to create an environment where driven individuals can develop valuable business skills and build a long-term career.
What You'll Do
As an Entry Level Client Representative, you'll serve as a key point of contact between our clients and their customers while developing your communication, relationship-building, and leadership skills.
Your responsibilities will include:
Representing our clients through professional, face-to-face customer interactions
Building positive relationships with customers and delivering an excellent experience
Learning about customer needs and helping identify appropriate products and services
Communicating client information, promotions, and solutions clearly and professionally
Supporting customer acquisition and retention efforts
Maintaining a strong understanding of client goals, services, and brand standards
Working toward individual and team performance goals
Participating in ongoing training, coaching, and professional development
Collaborating with teammates to maintain a positive, high-performing environment
Developing communication, organization, problem-solving, and leadership skills for future advancement
What We're Looking For
You don't need years of experience to succeed here. We can teach the business—we're looking for the right mindset.
The ideal candidate is:
Personable, professional, and confident communicating with others
Motivated and goal-oriented
Coachable and eager to learn
Comfortable working directly with customers
Organized and able to manage multiple priorities
Dependable, accountable, and willing to take initiative
Comfortable working in a fast-paced, team-oriented environment
Interested in developing business and leadership skills
Excited about opportunities to grow based on performance
Previous experience in sales, customer service, or client relations is a plus, but not required.
We welcome candidates with backgrounds in retail, hospitality, customer service, athletics, education, communications, business, sales, or other people-focused environments.
What We Offer
Paid training and hands-on mentorship
Client relations, sales, and leadership development
A collaborative, team-focused culture
Clear opportunities for career advancement
Performance-based growth opportunities
Hands-on experience in customer acquisition and client representation
Ongoing professional and personal development
Opportunities to develop toward leadership and management
Average annual earnings of $50,000–$60,000 through uncapped commissions, plus bonuses and incentives
Your Growth Starts Here
At Forge Fidelity Group, entry-level doesn't mean limited.
Our goal is to help motivated individuals develop strong communication skills, learn how to build lasting customer relationships, understand the fundamentals of client representation, and gain the confidence needed to grow professionally.
As you develop, you'll have opportunities to take on additional responsibilities, mentor others, and work toward leadership and management roles.
If you're driven, coachable, people-oriented, and ready to build something bigger than a job, it's time to step into the Forge.
Qualifications
High school diploma or equivalent required
Bachelor's degree preferred, but not required
Strong communication and interpersonal skills
Comfortable working directly with customers in a face-to-face environment
Must be authorized to work in the United States
Location: Charlotte, NC
Job Type: Full-Time
Experience Level: Entry Level
Forge your future. Build your skills. Make your mark.
Full-time