Remote Client Relations Specialist; Financial Services
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-12
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
AO Garcia Agency is seeking a client-facing advisor for a fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.
You will engage clients through web presentations and build a schedule that fits real life, while delivering meaningful work that impacts families and their finances.
This role, Remote Client Relations Specialist (Financial Services) at AO Garcia Agency, could be your next move.
The advertised compensation is 50.000 - 80.000.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Relations Specialist (Financial Services) role in the description above.
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