Client Associate - Springfield

Only for registered members Springfield, United States

1 week ago

Default job background
$23.08 - $33.17 (USD)
+Job summary
This role is for a Client Associate in Wealth and Investment Management at Wells Fargo Advisors.
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  • Assist Financial Advisor(s) colleagues with service and operational related activities.

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  • Facilitate Financial Advisor and client requests for account related information.

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  • Schedule appointments with new or prospective clients.

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<p>Specific compliance policies may apply regarding outside activities</p>

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