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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