Wbs Client Associate
Wells Fargo - McLean, VA

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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.
About this company
8,334 reviews
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...