Client Service Advisor – Entry Level

Remote, USA Full-time Posted 2025-02-21

Job Summary


Job Type: Full-Time



Salary: $40,000 – $50,000 annually



Working Hours: 9 AM – 5 PM, Monday to Friday



Company: Wells Fargo



Location: Austin, Texas



Benefits: Health, Dental, Vision, Paid Training, Paid Vacations, 401k


Job Description


Wells Fargo is seeking a motivated and enthusiastic individual to join our team as a Client Service Advisor at an entry-level position. This is an exceptional opportunity to start a career in the financial services industry with one of the most reputable banks in the United States.


Responsibilities



  • Provide exceptional customer service by responding to client inquiries via phone, email, and in-person.

  • Assist clients with account management, including deposits, withdrawals, and transfers.

  • Educate clients on the bank’s products and services to help them make informed financial decisions.

  • Resolve client issues promptly and efficiently, escalating when necessary.

  • Maintain accurate and confidential client records in accordance with company policies and compliance guidelines.

  • Support clients in navigating online banking platforms and mobile apps.

  • Collaborate with the team to meet targets and improve customer satisfaction rates.


Requirements



  • High school diploma or equivalent; Associate?s or Bachelor?s degree in a related field is a plus.

  • Excellent communication and interpersonal skills.

  • Strong problem-solving abilities and attention to detail.

  • Basic knowledge of financial products and services preferred.

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

  • Ability to work in a fast-paced environment and handle multiple tasks simultaneously.


Benefits



  • Comprehensive health, dental, and vision insurance plans.

  • Generous paid time off, including holidays and vacation days.

  • Paid training and professional development opportunities.

  • 401k retirement plan with company match.

  • Employee assistance programs and wellness resources.


Company Overview


Wells Fargo is a diversified, community-based financial services company with a vision to satisfy our customers’ financial needs and help them succeed financially. With approximately 260,000 team members, we serve one in three households in the United States and rank No. 30 on Fortune?s 2019 rankings of America?s largest corporations. Our commitment to creating an inclusive and diverse workplace makes us an excellent place to start and grow your career. Join us and be a part of a team that values integrity, innovation, and growth.


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