Senior Financial Services Representative

6 days ago


Riverside, California, United States Wells Fargo Full time
Job Summary

We are seeking a highly skilled and experienced Senior Client Associate to join our team at Wells Fargo. As a key member of our Financial Advisory team, you will be responsible for providing exceptional client service and operational support to our clients.

Key Responsibilities
  • Assist Financial Advisors with service and operational activities, including providing client support via telephone, direct interaction, and written correspondence.
  • Facilitate requests for account information and resolve client inquiries in a timely and professional manner.
  • Collaborate with cross-functional teams to ensure seamless client experiences and resolve complex issues.
  • Develop and maintain strong relationships with clients, Financial Advisors, and internal stakeholders to drive business growth and client satisfaction.
Requirements
  • 2+ years of experience in a client-facing role, preferably in a financial services industry.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and technical skills, with proficiency in Microsoft Office and other relevant software.


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