Associate Account Resolution Representative-bilingual jobs at Wells Fargo in United States, Charlotte
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Company (1)
Job type
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Job title (1)
United States
State
Charlotte
19 jobs found
Yesterday
WF
Wells Fargo Registered Client Associate United States, North Carolina, Charlotte
Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for...
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Work to support the business strategy and relevant teams to expand Wells Fargo’s investment banking activities in the region. Support senior bankers in their relationship management responsibilities, which aligns with...
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations. Review basic or tactical issues, policies or procedures for which answers can be...
Developing and maintaining models to depict projected financial results and to value companies. Supporting various financial analyses, including valuations and merger consequences. Performing comprehensive and in-depth company and industry research....
Perform routine transactional tasks, such as taking inbound calls and making outbound calls by utilizing either an auto dialer or direct dial system to determine reason for delinquency. Seek ways...
Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for...
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