Client Associate (part time)
Indexed description
Wells Fargo Client Associate (part time) 2 Hours AgoSaved Hybrid Nashville, TN, USA Junior JuniorFintech • Financial ServicesProvide administrative and client service support to Financial Advisors: handle client inquiries, prepare account documentation, schedule appointments, enter order tickets after approval, maintain regulatory files, and assist with referrals and marketing tasks.Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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