Client Associate - Johnstown

Only for registered members Johnstown, United States

2 weeks ago

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Job summary

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. You will assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence.
  • Assist Profit Formula Financial Advisor(s) 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 and client requests for account related information and/or quotes
  • Schedule and prepare for appointments with new or prospective clients

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