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Senior Client Support Associate

2 months ago

Beverly Hills, California, United States Wells Fargo Full time

Role Overview:
As a Senior Registered Client Associate, you will play a crucial role in supporting Financial Advisors by managing various sales, 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 addressing client inquiries and fulfilling account-related requests efficiently.

Qualifications:
- Proven experience in client support and financial services.
- Strong communication skills and a client-focused approach.