Investment Services Client Relationship Specialist II

A financial services provider is seeking an HFA Service Specialist in Charlotte, NC. This role requires building client relationships and servicing accounts. Candidates should have a bachelor's degree or 5+ years of relevant experience, alongside licenses such as Series 6 and 63. Excellent communication and problem-solving skills are essential. The workplace is office-based, but flexible arrangements may be available. Experience within Investments or Financial Services is crucial. #J-18808-Ljbffr