Client Associate

At Wells Fargo, we are building a better future for our customers and communities. We strive to be a leader in delivering financial services with a personal touch. That's why we are seeking a motivated and customer-focused individual to join our team as a Client Associate.In this role, you will be an integral part of our financial services team, providing superior customer service while developing meaningful relationships with clients. You will be responsible for managing and responding to client inquiries, managing client accounts, and resolving customer service inquiries. You will also be responsible for providing advice on financial products and services, processing transactions, and ensuring accuracy and compliance.The ideal candidate for this position has at least a bachelor's degree in finance, economics, or a related field, and a minimum of two years of experience in a customer service and/or financial services role. You must have excellent interpersonal and communication skills, both written and verbal, and be able to demonstrate a high level of professionalism and customer service. Strong problem-solving and analytical skills, as well as the ability to work in a fast-paced environment, are essential. Successful candidates will also have excellent organizational and time management skills and be able to multi-task and prioritize. If you are looking for a rewarding career with a leading financial services firm, this is the opportunity for you!

Responsibilities:

1. Manage and respond to client inquiries, managing client accounts, and resolving customer service inquiries.
2. Provide advice on financial products and services, processing transactions, and ensuring accuracy and compliance.
3. Maintain excellent customer service and demonstrate a high level of professionalism.
4. Utilize strong problem-solving and analytical skills.
5. Work in a fast-paced environment, multi-task and prioritize accordingly.
6. Maintain excellent interpersonal and communication skills, both written and verbal.
7. Ensure adherence to all applicable laws and regulations.
8. Develop meaningful relationships with clients.
9. Assist with other duties as assigned.

According to JobzMall, the average salary range for a Client Associate in Columbus, OH, USA is $34,444 to $45,902. This range may vary depending on experience, education, and other factors.

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.