Senior Client Support Associate

2 weeks ago


Beverly Hills, California, United States Wells Fargo Full time

Role Overview:
As a Senior Registered Client Associate, you will play a pivotal role in supporting Financial Advisors by managing various sales, service, and operational tasks.

Key Responsibilities:
1. Provide exceptional service to clients through various communication channels, including telephone, direct interaction, and written correspondence.
2. Assist Financial Advisors in fulfilling client requests related to account management and support.
3. Ensure timely and accurate responses to client inquiries, enhancing overall client satisfaction.

Qualifications:
Ideal candidates will possess strong communication skills, a client-focused mindset, and the ability to work collaboratively in a fast-paced environment.



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