Client Support Pro: Path to Financial Advisor
Threadneedle group
Threadneedle Group in Charlotte, North Carolina, is hiring a Client Support Associate to enhance client interactions and support financial advisors. This role involves converting service calls into sales, managing client interactions, and aiding in compliance processes. Candidates should have a high school education, 1+ years of relevant experience, and current FINRA Series 7, with additional licenses to be obtained soon after hiring. The company promotes in-person collaboration in a supportive work environment. #J-18808-Ljbffr Threadneedle group
Vacancy posted 2 days ago
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