Open Roles
Wells Fargo is seeking a Senior Registered Client Associate - International in Wealth and Investment Management as part of Wells Fargo Advisors. This role focuses on supporting international clients with complex account structures and service needs.
You will review formation documents and identification for offshore structures and Non-Resident Alien accounts. You will assist with service and operational-related activities such as providing service to clients via telephone, direct interaction, and written correspondence. You will facilitate client requests for account-related information, schedule and prepare for appointments with clients, establish and service client accounts, and prepare forms.
You will execute various administrative functions for Branch Management including tracking calls, coordinating and executing team projects, establishing and maintaining files to meet regulatory requirements, and maintaining record-keeping necessary to support client relationship servicing efforts.