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Bank Customer Service

Financial Client Services & Onboarding Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Hobart Wealth
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Job Description & How to Apply Below
A financial services firm in Charlotte seeks a Client Services Associate to enhance client satisfaction and provide operational support for Financial Advisors. Ideal candidates will have over 3 years of experience in the Financial Services Industry, strong communication skills, and proficiency in Microsoft Office. Responsibilities include onboarding new clients, maintaining client relationships, and driving process efficiencies.

This role offers pathways for future opportunities in Management and Marketing.
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