(Client Associate) Work From Home Wells Fargo @jobvacancyinfo

Full Time06-Apr-2023
Overview

Company Name:  Wells Fargo

Job Name: Client Associate

Salary: $20-$30 (Per Hour)

Qualification: Bachelor's

Language: English

Location:  Tallahassee, USA

Job Description:

Wells Fargo is seeking an Asset and Investment Management Client Associate as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role you:

  • Assisting financial advisor colleagues with service and transaction-related tasks, such as assisting clients by telephone, face-to-face interaction, and/or written correspondence
  • Facilitate requests for information and/or quotes from financial advisors and customers relating to the account
  • Plan and prepare for appointments with new or potential clients
  • Establish and service client accounts, prepare forms, investigate account inquiries and/or issues, and enter security order tickets after approval by Financial Advisors.
  • Carry out various administrative functions for Financial Advisors and Branch Management including but not limited to reporting reporting and assisting with marketing related activities.
  • Act as the liaison for all referenced sources by reviewing documentation for completeness and submitting it to management for review when appropriate.
  • The position will be located in one of the CA Utility headquarters and assist Financial Advisors in other areas of the country as needed/assigned
  • Hours of operation will be based on the location and geographic location of the assigned Financial Advisors to ensure coverage during normal business hours at their respective locations.

Required Qualifications:

2+ years of brokerage and customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired qualifications:

  • Focus on customer service by listening to experience, obtaining information efficiently, understanding and solving complex customer problems
  • Experience in the brokerage or financial services industry
  • Ability to prioritize work, meet deadlines, achieve objectives and work under pressure in a dynamic and complex environment.
  • Experience interacting directly with customers.
  • Intermediate Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

Top 20 Common Interview Questions

  1. Tell me about yourself.
  2. What are your strengths and weaknesses?
  3. Why do you want to work for our company?
  4. What experience do you have that makes you a good fit for this position?
  5. What are your long-term career goals?
  6. How do you handle stress and pressure?
  7. Can you give me an example of a time when you had to resolve a conflict with a colleague?
  8. What do you know about our industry/competitors?
  9. How do you stay organized and manage your workload?
  10. Can you describe a time when you had to think creatively to solve a problem?
  11. How do you handle criticism or feedback?
  12. What motivates you to perform at your best?
  13. How do you prioritize tasks and manage your time effectively?
  14. What do you think are the most important qualities for success in this role?
  15. Can you describe your leadership style?
  16. Can you walk me through your resume and explain any gaps or inconsistencies?
  17. What do you think sets you apart from other candidates?
  18. How do you handle ambiguity or uncertainty in a project?
  19. Can you give an example of a time when you had to adapt to a new situation quickly?
  20. What questions do you have for us?

It's important to prepare for these types of questions and think about how you can best showcase your skills and experience to demonstrate why you're the right fit for the job.