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Client Support Specialist - Financial Services, North Hills, NC
North Hills, North Carolina, United States
OnsiteFull Time
Advyzon
Advyzon: Cloud-based all-in-one technology platform for financial advisors.
0+ YOEBachelor's degree preferred; experience in client support or technical support a plus; strong knowledge of financial products; CRM and support tools familiarity; empathetic communicator.
CRM (Salesforce, RedTail), HubSpot, Jira, APIs
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