Retirement Specialist

Handle inbound calls to assist clients with account changes after life events, understand and explain different investment account types, guide beneficiaries through the inheritance process, perform administrative tasks to secure decedent's informati..

• Date Posted:

  6/4/2024 

• Remote Work Level:

  Hybrid Remote

• Location:

  Charlotte, NC

• Job Type:

  Temporary

• Job Schedule:

  Full-Time

• Career Level:

  Entry-Level

• Travel Required:

  No specification

• Categories:

  Call Center, Accounting & Finance, Customer Service, Administrative, Banking, Insurance Claims

• Company:

  Company details here

• Benefits:

  Company Benefits here

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