Client Service Associate jobs in United States, Virginia, Roanoke

In this role, you will:

• Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
• Regularly receive direction from supervisor and escalate questions and issues to more senior employees
• Interact with team on basic information, plus internal or external customers

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues.
• Ability to execute in a fast paced, high demand, metric driven call center environment.
• Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy.
• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers.
• Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information.
• Knowledge, understanding and experience of internet, mobile, and social media technology.

Job Expectations:

• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted
• This position is not eligible for Visa sponsorship

Training Schedule:

• Training class will be for 8 weeks, 8:00am - 4:30pm Monday-Friday. Work schedule after training will be provided prior to start date.
• We’re open from Sunday - Saturday, 7:00 am – 8:00pm (EST).
• Your regular work schedule will be based on business need and will include working a weekend day and some holidays.

Job Location:

• 7711 Plantation Rd Roanoke VA 24019

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
• Regularly receive direction from supervisor and escalate questions and issues to more senior employees
• Interact with team on basic information, plus internal or external customers

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues.
• Ability to execute in a fast paced, high demand, metric driven call center environment.
• Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy.
• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers.
• Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information.
• Knowledge, understanding and experience of internet, mobile, and social media technology.

Job Expectations:

• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted
• This position is not eligible for Visa sponsorship

Training Schedule:

• Training class will be for 8 weeks, 8:00am - 4:30pm Monday-Friday. Work schedule after training will be provided prior to start date.
• We’re open from Sunday - Saturday, 7:00 am – 8:00pm (EST).
• Your regular work schedule will be based on business need and will include working a weekend day and some holidays.

Job Location:

• 7711 Plantation Rd Roanoke VA 24019

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
• Escalate questions and issues to more senior employees

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
• Ability to execute in a fast paced, high demand, metric driven call center environment
• Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
• Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
• Knowledge, understandingand experience of internet, mobile, and social media technology

Job Expectations:

• Must be able to attend full duration of required training period​
• This position is not eligible for Visa sponsorship​
• Ability to work additional hours as needed ​
• Schedule may be eligible for a shift differential under the terms of the shift differential policy
• Must work on-site at the location posted ​

Training and Schedule:

• You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
• Training class starts on 9/29 for 7 weeks.Training hours are 8:30 a.m. – 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
• We’re open from Sunday - Saturday, 6:00 am – 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
• Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.

Compensation:

• Starting rate $20.00 per hour

Posting Location(s):

• 7711 Plantation Rd Roanoke VA 24019

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment

• Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems

• Regularly receive direction from supervisor and escalate questions and issues to more senior employees

• Interact with team on basic information, plus internal or external customers

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bilingual reading, speaking, and listening proficiency in Spanish

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues

• Ability to execute in a fast paced, high demand, metric driven call center environment

• Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy

• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers

• Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information

• Knowledge, understanding and experience of internet, mobile, and social media technology

Job Expectations:

• Must be able to attend full duration of required training period

• Ability to work additional hours as needed

• Must work on-site at the location posted

• This position is not eligible for Visa sponsorship​

Training Schedule:

• 9:00 am-5:30pm

Work Schedule:

• Operating hours for line of business Monday-Friday 9:00am-7:00pm

• Your regular work schedule will be based on business need and may include working some holidays

• Schedule may be eligible for a shift differential under the terms of the shift differential policy

Posting Location(s):

• 7711 Plantation Rd Roanoke, VA 24019-3224

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.