Financial Advisor Support Associate

2 weeks ago


Greenville, South Carolina, United States Wells Fargo Full time

Role Overview:
As a Client Services Associate, you will play a crucial role in supporting Profit Formula Financial Advisors by managing various service and operational tasks.

Key Responsibilities:
- Provide exceptional service to clients through various communication channels, including phone, direct interaction, and written correspondence.
- Assist Financial Advisors in enhancing client experiences and ensuring smooth operational processes.

Qualifications:
- Strong communication skills and a commitment to client satisfaction.
- Ability to work collaboratively in a fast-paced environment.

Why Join Us:
At Wells Fargo, we value our team members and strive to create a supportive work environment that fosters professional growth and development.



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