Investor Services Specialist — Client‑First & Tech‑Driven

A leading investment management firm in Charlotte, North Carolina, is seeking candidates who will serve as the primary point of contact for client inquiries regarding investment products. Responsibilities include processing monetary transfers and utilizing modern technology to provide tailored financial solutions. The ideal candidate will have strong communication skills and a willingness to undergo intensive training. The position offers a comprehensive benefits package, including medical, dental, and a 401K plan. #J-18808-Ljbffr