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Global Client Group Associate: Client Relations

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

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A financial services firm in Charlotte is seeking an Associate for their Retirement and Insurance Distribution team. The role requires maintaining CRM tools, developing client relationship strategies, and handling client inquiries. Candidates should possess a Bachelor's degree, 2-4 years in the Financial Services Industry, and excellent communication skills. The position promotes flexibility with a hybrid work model and offers the opportunity for professional growth and development. #J-18808-Ljbffr