Client Service Representative

5 days ago


Holland, Michigan, United States Wells Fargo Full time

Job Summary: We are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Wells Fargo. As a Client Service Representative, you will play a critical role in providing exceptional service to our clients, facilitating requests, and ensuring seamless account management.

Key Responsibilities:

  • Assist Financial Advisors and colleagues with service and operational related activities
  • Provide service to clients via telephone, direct interaction, and/or written correspondence
  • Facilitate Financial Advisor and client requests for account management
  • Collaborate with cross-functional teams to resolve client issues and concerns
  • Stay up-to-date on product and service offerings to provide informed guidance to clients

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong problem-solving and analytical skills
  • Proficiency in using technology and software applications

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package


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