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.
Wells Fargo - 18 months ago - save job - block
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About this company
6,363 reviews
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...