Financial Services Client Advocate in Charlotte, North Carolina
Posted 11/16/21

THE TEAM YOU WILL BE JOINING:

  • A leading, privately owned and independently managed financial services firm with almost 30 years of experience in the industry
  • A company dedicated to maximizing value and building strong, trusting relationships
  • Current team of 9 driven professionals with a global vision
  • Fast-growing firm that has doubled business in the last 2 years

WHAT THEY OFFER YOU:

  • Upward mobility and opportunity for advancement
  • Chance to play an integral role in building relationships and developing business
  • Beautiful office space with a collaborative, team-centered and client focused atmosphere
  • Excellent benefits

WHY THIS ROLE IS IMPORTANT:

  • Working as the “Director of First Impressions” and building relationships with clients
  • Maintaining privacy, integrity and transparency with all clients and client families
  • Assist with creating market letters, presentations and other branding materials
  • Maintaining the office, meeting with vendors, ordering supplies

THE BACKGROUND THAT FITS:

  • 5-7 years experience in client services and/or administrative roles in a professional firm
  • Bachelor’s Degree required
  • Able to work in a changing environment
  • Operate with highest level of confidentiality
  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Corporate Support
  • Date Posted: 11/16/21
Apply Today!
Apply Today!

Apply Today!

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