A leading investment management company is seeking a Client Transfer Specialist in Charlotte, North Carolina. In this role, you will be a trusted advisor to clients, managing their onboarding and ownership changes. You are required to have active FINRA Series 7 and 63 licenses and 1-3 years of financial services experience. The position offers a competitive salary ranging from $65,000 to $80,000. Vanguard promotes a hybrid working model to enhance flexibility and collaboration.
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...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing... ...person, by phone and online.?? At every level,?we're?committed to an inclusive culture,... ...Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management...
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