Wells Fargo Call Center Jobs, Remote Jobs Working From Home @Jobsextraincome ( 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: Waukesha, WI

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.

 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 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 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).

Wells Fargo Call Center Jobs, Remote Jobs Working From Home @Jobsextraincome ( Client Associate )