Profit Formula Client Associate

3 days ago


Palm Beach, Florida, United States Wells Fargo Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at Wells Fargo. As a Client Service Specialist, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional service and operational support.

Key Responsibilities:

  • Provide service to clients via telephone, direct interaction, and/or written correspondence.
  • Facilitate communication between Financial Advisors and clients.
  • Assist with service and operational related activities.
  • Support the development and implementation of business strategies.
  • Collaborate with cross-functional teams to achieve business objectives.

Requirements:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office applications.

What We Offer:

At Wells Fargo, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.



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