Vanguard Group
A financial services company in Scottsdale is seeking a Client Transfer Specialist to build meaningful client relationships. Responsibilities include serving as the primary contact during client onboarding and simplifying complex financial processes. The ideal candidate should hold active FINRA Series 7 and 63 licenses and have 1-3 years of financial services experience. This role offers a supportive work environment and a chance to make a significant impact on clients' financial journeys.
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