Client Relations Specialist – Financial Services

A leading investment firm in Charlotte, NC seeks a passionate Client Relationship Associate to assist clients with their financial inquiries. The role requires strong interpersonal skills and the ability to handle inbound calls effectively. Candidates should have a learner’s mindset and the necessary Series 7 and 63 licenses. Comprehensive training and support will be provided. This position offers a hybrid working model to enhance flexibility while maintaining collaboration among team members. #J-18808-Ljbffr