Wellsfargo Carrer, Data Entry From Home Jobs #Apply Today ( Client Associate )
Hiring Organization: Wellsfargo
Post Name: Client Associate
Qualification: Graduate
Industry: Private
Employment Type: Full Time
Work Hours: 8 Hours
Salary: $20-$30/Hour
Location: Albany, GA
Full Jobs Description
Wells Fargo is looking for a client partner in wealth and investment management to become part of Wells Fargo defender Learn more about our career fields and industries at wellsfargojobs.com.
Wellsfargo Carrer, Data Entry From Home 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
- Set up and service customer accounts, create 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 point of contact for all referral sources, checking paperwork for completeness and forwarding to management for review as needed
Required Qualification:
- 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 training
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).
Wellsfargo Carrer, Data Entry From Home Jobs #Apply Today ( Client Associate )
