Client Associate

Mckenzie Riedel Wealth Management   Wheeling, WV   Full-time     Advertising / Marketing / Public Relations
Posted on May 13, 2024

M R Mckenzieriedel Wealth Management We're Hiring! We are seeking a Client Associate

We are seeking a highly motivated and detail- oriented Client Associate to join our team. We offer competitive compensation packages, opportunities for career growth, and a supportive work environment. Apply today to take the next step in your career!


Requirements: . • Previous experience in customer service or account management roles is highly desirable Strong communication skills, both verbal and written, with the ability to effectively interact with clients and internal teams • Exceptional customer service and support . Proficiency in CRM systems is a plus • Collaborate with internal teams to • address client needs and resolve any issues or concerns. Assist in the onboarding process for new clients. Utilize CRM systems • • Support the financial advisor team Assist in project management activities • Knowledge of financial services industry is preferred. Ability to analyze data and provide insights to support decision-making processes • Excellent organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN.