Part Time Client Associate Details

Part Time Client Associate

Shoreline Investment Strategies - Grove, OK

Employment Type : Full-Time

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, preparing forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Required Qualifications

• 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience

Desired Qualifications

• Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
• Effective organizational, multi tasking, and prioritizing skills
• Good verbal, written, and interpersonal communication skills
• Brokerage industry experience
• Financial services industry experience
• Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Experience interacting directly with customers
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information

Job Type: Part-time

Schedule:

• 6-8 hour shift
• Ideally Tuesday-Thursday but days negotiable

Job Type: Part-time

Pay: From $16.00 per hour

Benefits:

• Flexible schedule
• Paid training

Schedule:

• Day shift

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Grove, OK 74344: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location