Current jobs related to Part-Time Profit Formula Client Associate - Salt Lake City - Wells Fargo

  • Client Specialist Key Part Time

    1 week ago

    Salt Lake, Utah, United States Talbots Full time

    About TalbotsTalbots is a leading omni-channel specialty retailer of women's clothing, shoes, and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine quality craftsmanship, and gracious service.Job SummaryWe are seeking a Client Specialist Key Part Time to join our team. As a Client...

  • Client Account Service Associate

    1 month ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    Job Title: Client Account Service AssociateZions Bancorporation is a leading financial services company operating in western markets. We are committed to providing exceptional customer service and creating fulfilling opportunities for outstanding employees. Our customers consistently vote us as the best bank in our local markets.Job SummaryWe are seeking an...

  • Client Specialist Key Part Time

    3 weeks ago

    Salt Lake, Utah, United States Talbots Full time

    Job Title: Client Specialist Key Part TimeAt Talbots, we are seeking a highly motivated and customer-focused Client Specialist Key Part Time to join our team. As a Client Specialist Key Part Time, you will be responsible for creating and fostering a culture of hospitality through exceptional customer experiences and building enduring relationships both...

  • Client Specialist Key Part Time

    6 days ago

    Salt Lake, Utah, United States Talbots Full time

    Job OverviewAs a Client Specialist Key Part Time at Talbots, you will be responsible for creating and fostering a culture of hospitality through exceptional customer experiences and building enduring relationships both internally and externally. You will support all service enhancers to build strong relationships, including active use of Concierge, and...

  • Part-Time Client Care Coordinator

    4 weeks ago

    Salt Lake City, United States Inside Real Estate Full time

    Inside Real Estate is looking for a remote, part-time client care coordinator - we call them Calling Client Concierges! Our Concierge team acts as a liaison between our clients and potential home buyers or sellers.In this role, you'll contact real estate internet leads on behalf of our clients, real estate professionals, by providing phone & text coverage...

  • Part-Time Client Care Coordinator

    2 days ago

    Salt Lake, Utah, United States Inside Real Estate Full time

    Client Care Coordinator Job DescriptionInside Real Estate is seeking a part-time Client Care Coordinator to join our team. As a Client Care Coordinator, you will act as a liaison between our clients and potential home buyers or sellers, providing exceptional customer service and support.Key Responsibilities:Contact real estate internet leads on behalf of our...

  • Part-Time Client Care Coordinator

    4 weeks ago

    Salt Lake City, United States Inside Real Estate Full time

    Inside Real Estate is looking for a remote, part-time client care coordinator - we call them Calling Client Concierges! Our Concierge team acts as a liaison between our clients and potential home buyers or sellers. In this role, you'll contact real estate internet leads on behalf of our clients, real estate professionals, by providing phone & text coverage...

  • Client Experience Associate

    2 weeks ago

    Salt Lake City, United States Harmonious Capital Administration Full time

    Harmonious Capital Administration, a leading private market investing technology company, is currently seeking a detail-oriented and client-focused Client Experience Associate to join our dynamic team. As an Client Experience Associate, you will play a pivotal role in nurturing and maintaining relationships with our valued clients, ensuring their needs are...

  • Wealth Client Account Services Associate: SLC or Houston

    1 week ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    Job Title: Wealth Client Account Services AssociateZions Bancorporation is a leading financial services company operating in western markets with a strong presence in Salt Lake City, UT, and Houston, TX.We are committed to creating fulfilling opportunities for outstanding individuals within our organization, recognizing and rewarding their contributions to...

  • Property Manager

    2 weeks ago

    Salt Lake, Utah, United States Utah Non Profit Housing Corporation Full time

    Job Title: Property ManagerUtah Non Profit Housing Corporation is seeking a highly skilled Property Manager to oversee the day-to-day operations of our affordable housing communities. As a key member of our team, you will be responsible for ensuring the smooth management of our properties, providing exceptional resident services, and maintaining a positive...

  • Client Specialist Key Part Time

    2 days ago

    Salt Lake, Utah, United States Talbots Full time

    Job OverviewAs a Client Specialist Key Part Time at Talbots, you will play a vital role in fostering strong relationships with our customers and driving sales growth. This part-time position requires a strong ambition and passion for achieving goals, both as an individual and as a member of the store team.Key ResponsibilitiesCreate and foster a culture of...

  • Part-Time Client Care Coordinator

    2 weeks ago

    Salt Lake, Utah, United States Inside Real Estate Full time

    Client Care Coordinator Job DescriptionInside Real Estate is seeking a highly skilled and customer-focused Client Care Coordinator to join our team. As a key member of our Concierge team, you will act as a liaison between our clients and potential home buyers or sellers, providing exceptional phone and text coverage seven days a week.Responsibilities:Act as...

  • Client Experience Associate

    1 week ago

    Salt Lake, Utah, United States Harmonious Capital Administration Full time

    Job OverviewHarmonious Capital Administration is seeking a detail-oriented and client-focused Client Experience Associate to join our dynamic team. As a key member of our client services team, you will play a pivotal role in nurturing and maintaining relationships with our valued clients, ensuring their needs are met with excellence.Key...

  • Sales Associate, Part-Time

    2 weeks ago

    Salt Lake, Utah, United States Warby Parker Full time

    Be a Part of Something NewAt Warby Parker, we're revolutionizing the way people shop for glasses. As a Sales Associate, you'll be the face of our brand, helping customers find their perfect pair and delivering an exceptional shopping experience.Your Key Responsibilities:Communicate our brand values and philosophy to customersDelight customers with...

  • Client Services Associate

    1 month ago

    Salt Lake, Utah, United States VERITEXT LLC Full time

    Job DescriptionAt Veritext LLC, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Services department, you will play a critical role in providing exceptional service to our clients and exceeding their expectations.Key Responsibilities:Respond to client requests in a timely and professional manner,...

  • AdvancedMD RCM Client Services Associate

    2 months ago

    Salt Lake City, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • AdvancedMD RCM Client Services Associate

    2 months ago

    Salt Lake City, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....

  • Part-Time Associate Dentist Position

    1 month ago

    Salt Lake, Utah, United States Menlo Dental Consulting Full time

    About the JobMenlo Dental Consulting is seeking an experienced Associate Dentist to join our well-established private practice in Salt Lake City, UT. Our practice is dedicated to providing high-quality care to patients in a positive and friendly atmosphere. We offer a wide range of procedures, including general, restorative, and cosmetic dentistry.Key...

  • Section 8 or LIHTC Property Manager

    1 week ago

    Salt Lake, Utah, United States Utah Non Profit Housing Corporation Full time

    Job Title: Section 8 or LIHTC Property ManagerUtah Non Profit Housing Corporation is seeking a highly skilled and experienced Property Manager to oversee the day-to-day operations of our affordable housing communities.Job Summary:The Property Manager will be responsible for ensuring the overall management of the site, including planning, marketing, leasing,...

  • Client Services Associate

    4 weeks ago

    Salt Lake City, United States AllSTEM Connections Full time

    AllSTEM Connections is looking for a Client Onboarding Specialist in Salt Lake City, UT. This is a 12-month hybrid contract with possible extension or conversion. Onsite 1-3 times a month CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects. The right candidate will positively influence the client...

Part-Time Profit Formula Client Associate

3 months ago

Salt Lake City, United States Wells Fargo Part time

About this role:

Wells Fargo is seeking a Part-Time Profit Formula Client Associate in Wealth and Investment Management as part of Wells Fargo
Advisors.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role you will:

  • Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
  • Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes
  • Schedule and prepare for appointments with new or prospective clients
  • Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Profit Formula Financial Advisor(s)
  • Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's 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

Required Qualifications:

  • 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Brokerage client support experience or financial services industry experience
  • Administrative support experience in financial services
  • Experience interacting directly with customers
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Client service focus with the ability to listen to customer needs and recommend solutions
  • Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

This position is not eligible for Visa sponsorship.

Posting location: 201 S Main St, Salt Lake City, UT 84111

Posting End Date: 

31 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.