Client Associate

We’re looking for an experienced and knowledgeable Client Associate to join our team at Wells Fargo. If you’re a team-player with outstanding customer service and relationship-building skills, and the ability to manage clients’ accounts and financial portfolios, we want to hear from you.This position requires a high school diploma or equivalent, along with a minimum of two years of experience in a customer service-oriented role. Knowledge of banking products and services, financial markets, and portfolio management are essential for success in this role. The ideal candidate will have the ability to think critically and problem solve proactively. The ideal candidate will also have excellent communication and interpersonal skills, as well as the ability to multitask and prioritize effectively.If you have the skills and experience we’re looking for, and are excited to join our client-focused team, please apply today. We look forward to hearing from you!

Responsibilities:

1. Manage clients’ accounts and financial portfolios.
2. Provide excellent customer service and relationship-building skills.
3. Possess knowledge of banking products and services, financial markets, and portfolio management.
4. Think critically and problem solve proactively.
5. Have excellent communication and interpersonal skills.
6. Multitask and prioritize effectively.
7. Remain up-to-date on banking and financial regulations.
8. Maintain client information in a confidential and secure manner.
9. Assist clients with questions and concerns regarding their accounts.
10. Provide support to other team members as needed.

According to JobzMall, the average salary range for a Client Associate in St. Louis, MO, USA is $45,000 to $68,000 per year. This salary range includes base pay, bonuses, and other compensation.

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.