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Financial Services Associate

2 months ago

Palm Beach, Florida, United States Wells Fargo Full time
Job Summary

As a key member of our team, you will provide exceptional service to clients via telephone, direct interaction, and written correspondence. You will work closely with Profit Formula Financial Advisors to facilitate seamless client experiences.

Key Responsibilities
  • Provide top-notch service to clients, addressing their inquiries and concerns in a timely and professional manner.
  • Collaborate with Financial Advisors to ensure client needs are met and exceeded.
  • Facilitate communication between clients and Financial Advisors, ensuring a smooth and efficient experience.
Requirements
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Strong problem-solving skills and attention to detail.