As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
You will interact with the high-net-worth clients that we help every day. You will positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will be responsible for working with brokerage accounts, processing asset movements, preparing client correspondences, performing follow-up calls with various professionals on behalf of clients, and other duties as assigned.
Your Day-to-Day Responsibilities:
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment.
- Fulfill operational tasks between clients and Wells Fargo Advisors Financial Network, LLC.
- Establish and clear accounts as well as resolve documentation and transfer issues.
Your Qualifications:
- High school degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on and work towards improvement from your setbacks
- You are engaging and can connect with a wide array of audiences by phone and email
- You have experience with social media
Your Offer:
- Full-Time
- $20-30 Hourly
- 80 hours PTO and 10 Paid Holidays
- Customized learning and development opportunities
- Family atmosphere with a close-knit team.
- Management is hands on and provides the necessary tools to succeed.
We are an Affirmative Action and Equal Opportunity Employer, Minority/Female /Disabled/Veteran/ Gender Identity/Sexual Orientation. This is a full-time, direct-hire position looking to hire by January 15, 2022. The schedule will be Monday through Friday, 9 a.m. to 5 p.m. Pay is extremely competitive and commensurate with experience.
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
Education:
- High school or equivalent (Required)
Ability to Relocate:
- Tampa, FL 33609: Relocate before starting work (Required)
Work Location: In person
