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Title: Client Service Specialist 12 Mulberry Location: North CarolinaNCLenoirNCLenoirMulberry Provide industry leading service while assisting with ...
For your reference, we have included the original job posting below.
Wbs Client Associate
Job Number:
44104864
Company Name:
Wells Fargo
Job Location:
MORGANTON, NC US
Job Category:
Accounting & Finance
Wbs Client Associate
Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review.
**Please note: Travel will be required periodically to our Lenoir, NC office.**
Basic Qualifications: 1+ years experience in administrative or sales support.
Minimum Qualifications: 1+ years experience in administrative or sales support.
Preferred Skills: Minimum one year of experience supporting brokerage related functions. Prior experience as a Branch Office Administrator preferred. Series 7 and 66 preferred.
