Truist
A financial services company is seeking an Investment Client Care Brokerage Services Representative for an on-site role in Charlotte, NC. The representative will support clients by providing phone service, answering inquiries, and assisting with investment forms. Required qualifications include FINRA Series licenses and two years of call center experience. Proficiency in computer applications, particularly brokerage software, is essential. The position offers comprehensive benefits including medical, dental, and vacation days.
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