Client Service Representative

2 weeks ago


Holland, Michigan, United States Wells Fargo Full time

Job Summary: We are seeking a highly skilled and detail-oriented Client Associate to join our team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients, working closely with Financial Advisors to facilitate client requests and ensure seamless account management.

Key Responsibilities:

  • Provide top-notch service to clients via telephone, direct interaction, and written correspondence.
  • Facilitate client requests for account management, ensuring timely and accurate resolution.
  • Collaborate with Financial Advisors to address client inquiries and concerns.
  • Assist with operational activities, such as account maintenance and data entry.
  • Develop and maintain strong relationships with clients, Financial Advisors, and internal stakeholders.

Requirements:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment with multiple priorities.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office applications.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.


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