Data Entry Jobs, Wells Fargo Customer Service Jobs Remote #Click #Go-Ahead ( Registered Client Associate )
Company Name: Wells Fargo
Post Name: Registered Client Associate
Qualification: Graduation
Industry: Private
Employment Type: Full Time
Work Hours: 8 Hours
Salary: $20-30/hour
Location: Ohio, USA
Data Entry Jobs, Wells Fargo Customer Service Jobs Remote #Click #Go-Ahead ( Registered Client Associate )
Full Description:
Wells Fargo is in search of a Registered Client Associate in Wealth and Investment Management as a part of Wells Fargo Advisors. Learn extra approximately our profession regions and features of enterprise at wellsfargojobs.com.
Data Entry Jobs
In this role, you will:
- Assist Financial Advisor(s) with sales, provider and operational associated sports which includes supplying provider to customers thru telephone, direct interplay and/or written correspondence
- Facilitate Financial Advisor and purchaser requests for account associated facts and/or quotes, scheduling and getting ready for appointments with new or potential customers
- Establish and provider purchaser accounts, put together forms, studies account inquiries and/or issues
- May additionally carry out numerous administrative features for the Financial Advisor(s) and Branch Management along with, however now no longer restrained to, monitoring referrals, coordinating and executing advertising campaigns, organising and retaining documents to fulfill the firm’s regulatory requirements, and organising and retaining submitting and report maintaining vital to guide efforts to provider and develop purchaser relationships
- When applicable, acts because the liaison for all referral reassets with the aid of using reviewing office work for completeness and forwarding to control for review
Required Qualifications, US:
2+ years of Brokerage and Client Services experience, or equal validated thru one or a aggregate of the following: paintings experience, training, army experience, education
Successfully finished Financial Industry Regulatory Authority (FINRA) Series 7 and sixty three examinations (or FINRA identified equivalents) enough to qualify for fast FINRA registration
Desired Qualifications:
- Client provider attention with the cappotential to reply to requests in a well timed manner
- Strong analytical capabilities with excessive interest to element and accuracy
- Brokerage enterprise experience
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) capabilities
- Ability to prioritize paintings, meet deadlines, gain goals, and paintings below strain in a dynamic and complicated environment
- Experience interacting without delay with customers
- Ability to offer administrative guide, along with responding to prospect/purchaser inquiries and requests for facts
- Brokerage purchaser guide experience
Wells Fargo Customer Service Jobs Remote #Click #Go-Ahead ( Registered Client Associate )
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- Company values: Look for a company whose values align with your own. This will make you more motivated and engaged in your work, and will help you feel like you’re making a meaningful contribution.
- Compensation and benefits: Make sure you’re clear on the salary range and benefits package being offered. Consider factors like health insurance, retirement savings plans, and paid time off when evaluating the offer.
- Growth opportunities: Look for a company that offers opportunities for professional development and career advancement. Ask about training programs, mentoring, and opportunities to take on new responsibilities or roles.
- Reputation: Research the company’s reputation in the industry and among its customers. Look for news articles or reviews that may give you insight into how the company is perceived.
- Work-life balance: Consider the company’s approach to work-life balance. Do they offer flexible schedules or remote work options? Is there an expectation of working long hours or being constantly available?
- Diversity and inclusion: Look for a company that values diversity and inclusion. Check out their diversity statistics and see if they have any initiatives or programs aimed at creating a more inclusive workplace.
- Company performance: Look at the company’s financial performance and growth trajectory. Consider factors like revenue, profitability, and stock performance when evaluating the company’s prospects for long-term success.
- Interview preparation: Prepare thoroughly for the interview process. Research the company, review your resume and cover letter, and practice your answers to common interview questions. Be prepared to ask thoughtful questions about the company and the role.
