Client Service Representative

2 days ago

WI United States Wells Fargo Full time
About this Role

We are seeking a highly skilled Client Associate to join our Wealth and Investment Management team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors in their daily activities.

Key Responsibilities
  • Provide top-notch service to clients via phone, email, and in-person interactions, ensuring their needs are met and exceeded.
  • Facilitate client requests for account information and quotes, ensuring timely and accurate responses.
  • Schedule and prepare for client appointments, ensuring a seamless experience for both clients and Financial Advisors.
  • Establish and maintain client accounts, prepare necessary documents, and research account inquiries and issues.
  • Execute administrative tasks for Financial Advisors and Branch Management, including tracking referrals, marketing activities, and maintaining regulatory-compliant files.
  • Act as a liaison for referral sources, reviewing paperwork for completeness and forwarding to management as needed.
Requirements
  • 2+ years of experience in brokerage and client services, or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Brokerage client support experience or financial services industry experience.
  • Administrative support experience in financial services.
  • Experience interacting directly with customers.
  • Intermediate Microsoft Office skills.
  • Client service focus with the ability to listen to customer needs and recommend solutions.
  • Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment.
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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