Online Data Entry Jobs From Home, Wells Fargo Data Entry Jobs #Apply Today ( Client Associate )
Hiring Organization: Wells Fargo
Post Name: Client Associate
Qualification: Graduate
Industry: Private
Employment Type: Full Time
Work Hours: 8 Hours
Salary: $20-$30/Hour
Location: Marlton, NJ
Full Jobs Description
Wells Fargo is seeking a client partner in wealth and investment management as part of Wells Fargo Advisors. Learn more about our career fields and industries at wellsfargojobs.com.
Online Data Entry Jobs From Home, Wells Fargo Data Entry Jobs #Apply Today ( Client Associate )
In this role you will:
- Assists financial advisor colleagues in service and operational activities such as customer service via telephone, face-to-face communication and/or written correspondence.
- Make it easy for the financial advisor and clients to receive account information and/or offers
- Book and prepare for meetings with new or potential clients
- Create and service customer accounts, prepare forms, investigate inquiries and/or issues, and enter security tickets when approved by financial advisors.
- Performs various financial advisor and branch management administrative duties including, but not limited to, tracking referrals, assisting with marketing efforts, creating and maintaining files in accordance with company policies.
- Create and maintain the necessary files and accounting to support the service and development of customer relationships
- Acts as liaison with all referral sources, checking paperwork for completeness and forwarding to management for review as needed
Required Qualifications, USA:
- 2 years of brokerage and customer service experience or equivalent experience as evidenced by one or more of the following: work experience, education, military experience or education
Desired Qualification:
- Customer service focuses on listening to experiences, getting effective information, understanding and solving complex customer problems
- Experience in brokerage or financial services
- Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment
- Experience in direct communication with customers
- Intermediate Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Online Data Entry Jobs From Home, Wells Fargo Data Entry Jobs #Apply Today ( Client Associate )
