What are the responsibilities and job description for the Client Associate position at Wells Fargo Advisors?
Role Description
This is a full-time on-site role for a Client Associate located in Birmingham, MI. The Client Associate will be responsible for assisting financial advisors in servicing client accounts, processing transactions, and providing excellent customer service on a daily basis.
Qualifications
- Customer Service, Client Relationship Management, and Communication skills
- Experience in financial services industry or related field
- Organizational and Administrative skills
- Attention to detail and ability to multitask
- Knowledge of investment products and industry regulations
- Proficiency in Microsoft Office suite
- Bachelor's degree in Finance, Business, or related field
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