Client Service Representative

2 weeks ago


Norfolk, Virginia, United States Wells Fargo Full time
Job Summary

We are seeking a highly skilled Client Associate to join our team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients, working closely with Financial Advisors to facilitate client requests and ensure seamless account management.

Key Responsibilities
  • Provide top-notch service to clients via telephone, direct interaction, and written correspondence
  • Facilitate client requests for account management, ensuring timely and accurate resolution
  • Collaborate with Financial Advisors to address client inquiries and concerns
  • Contribute to a positive and productive team environment, promoting a culture of excellence and customer satisfaction
Requirements
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with multiple priorities
  • Strong problem-solving and analytical skills
  • Proficiency in using technology to manage client relationships and accounts


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