Open Roles
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. This position offers an excellent opportunity to support Financial Advisors while building a career in wealth management and financial advisory services.
Assist Financial Advisor colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction, and written correspondence. Facilitate Financial Advisor and client requests for account-related information and quotes. Schedule and prepare for appointments with new or prospective clients.
Establish and service client accounts, prepare forms, research account inquiries and issues, and enter security order tickets after being approved by the Financial Advisor. Execute various administrative functions for the Financial Advisor and Branch Management including tracking referrals, assisting with marketing activities, and establishing and maintaining files to meet regulatory requirements.
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships. Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable.
1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education. Strong organizational and communication skills are essential for success in this role.