Onsite Client Care Specialist - Financial Services
WealthPoint Advisors
WealthPoint Advisors is seeking a Customer Service Specialist for a full-time, on-site role in Cramerton, NC. The specialist will handle client inquiries via phone, email, and in-person with professionalism and courtesy. This position requires strong communication skills and attention to detail. Responsibilities include updating client records, processing transactions, and ensuring compliance. A high school diploma is required, with a degree in business or finance preferred. #J-18808-Ljbffr WealthPoint Advisors
Vacancy posted 15 hours ago
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