Wbs Client Associate
Wells Fargo - McLean, VA

This job posting is no longer available on Wells Fargo. Find similar jobs: Wbs Client Associate jobs - Wells Fargo jobs

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.
Wells Fargo - 17 months ago - save job - block
Recommended Jobs
Project Scheduler
Robbins Gioia, LLC - New Carrollton, MD
Robbins Gioia, LLC - 3 days ago

GFEBS and DMLSS SME
J.M. Waller Associates Inc. - Fort Belvoir, VA
Monster - 2 days ago

Project Lead
Bart & Associates, Inc. - McLean, VA
Bart & Associates, Inc. - 30+ days ago
About this company
6,045 reviews
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...