Client Relations Specialist – Investments & Accounts

A financial services company in Fort Mitchell, KY is seeking a skilled HFA Service Specialist II to manage client relationships. This role requires a Bachelor's degree or five years of experience in financial services, along with customer service expertise and relevant licenses. Candidates will respond to client inquiries, resolve issues, and maintain accurate documentation. Strong communication skills and proficiency in Microsoft Office are essential.

Office work environment with possible flexible arrangements.
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