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Client AssociateWachovia - Napa, CARESPONSIBILITIES: The Client Associate provides assistance to the Financial Advisor by providing account information and quotes, setting up new accounts and securities, entering orders after tickets are signed by the Financial Advisor and processing deliveries and payments. The Client Associate performs various administrative functions for the Financial Advisors and Branch or Operations Managers including but not limited to typing letters, forms, and reports from rough draft, and mailing of correspondence for Financial Advisors. Also assist with marketing campaigns. Originates own correspondence on accounts with Financial Advisor approval. The Client Associate establishes and maintains files to meet regulatory requirements, creates and produces reports and databases, and establishes and maintains...originally from DiversityInc.com - More Tools...
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Wachovia
Headquarters:
301 South College Street
Charlotte, NC 28288
Phone: 704-374-6565
http://www.wachovia.com
301 South College Street
Charlotte, NC 28288
Phone: 704-374-6565
http://www.wachovia.com
Line of Business: Bank Holding Company National Banks Mortgage Banking Investment Advisory & Brokerage Services
Key Numbers:
| Company Type | Public (WB:NYS) |
|---|---|
| Company Revenue | $500M+ |
| Company Size | 5000+ employees |
Job Location:
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