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Receptionist - Wealth Management

Company: Wells Fargo
Location: Fresno
Posted on: January 16, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.-- In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust and individual retirement.Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and Consumer Banking. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.Primary job functions of this role are to answer phones and greet and assist clients. Duties may include: performing routine clerical tasks; routine data entry or word processing assignments; distributing incoming mail, ordering office supplies and submitting building maintenance requests.

Required Qualifications

  • 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience

    Desired Qualifications
    • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
    • Basic Microsoft Office skills
    • Strong attention to detail and accuracy skills
    • Good verbal, written, and interpersonal communication skills
    • Strong telephone etiquette skills
    • Effective organizational, multi tasking, and prioritizing skills
    • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
    • Ability to answer multiple phone lines and forward calls appropriately; schedule meetings; open mail; send and receive faxes
    • Ability to provide strong customer service while actively listening and responding in an appropriate manner
    • Basic Microsoft Office skills
    • Strong attention to detail and accuracy skills
    • Good verbal, written, and interpersonal communication skills
    • Strong organizational, multi-tasking, and prioritizing skills
    • Ability to work independently
    • Strong telephone etiquette skills



      Salary Information
      The salary range displayed below is based on a Full-time 40 hour a week schedule.

      CA-Fresno: Min: $31,200 Mid: $36,200


      Street Address
      CA-Fresno: 8405 N Fresno - Fresno, CA


      Disclaimer

      All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

      Relevant military experience is considered for veterans and transitioning service men and women.
      Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, Fresno , Receptionist - Wealth Management, Administration, Clerical , Fresno, California

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