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Hybrid Global Client Relations Associate

Dimensional Fund Advisors, Charlotte, North Carolina, United States, 28245

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A global investment firm in Charlotte is seeking an Associate for its Retirement and Insurance Distribution team. This role involves maintaining CRM systems, preparing presentations, and managing client interactions. Candidates should have a Bachelor's degree, 2-4 years of experience in financial services, and strong communication skills. Licensing will be required shortly after hire. The firm promotes a hybrid work model, providing flexibility while maximizing collaboration. #J-18808-Ljbffr