Client Associate - Hagerstown
1 month ago
Job summary
Wealth and Investment Management seeks a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will assist Profit Formula Financial Advisor colleagues with service and operational related activities such as providing service to clients via telephone direct interaction and/or written correspondence Facilitate Profit Formula Financial Advisor client requests for account related information Schedule appointments with new or prospective clients Establish client accounts prepare forms research account inquiries execute administrative functions for the Profit Formula Financial Advisor Branch Management including tracking referrals assisting with marketing related activities establishing maintaining files to meet regulatory requirements.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
Job description
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