Senior Client Associate

7 hours ago

Indianapolis, Indiana, United States Wells Fargo Full time

About this role:

Wells Fargo is seeking a skilled professional to support the Wealth and Investment Management team as a Senior Client Associate. This role involves providing exceptional service to clients, facilitating requests for account information, and executing various tasks to support the team's efforts.

Key responsibilities:

  • Assist Financial Advisors with service and operational activities, including providing service to clients via telephone, direct interaction, and written correspondence.
  • Facilitate FA and client requests for account-related information and quotes.
  • Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and issues, and entering security order tickets after approval by the FA(s).
  • Execute functions for the FA(s) and Branch Management, including tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
  • Act as a liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review.
  • Utilize prior experience to anticipate and proactively seek resolutions to client and business-related issues.
  • Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism.
  • Viewed by peers as a subject matter expert, and sought by others for advice or guidance.
  • Provide knowledge and systems support to branch personnel and training for entry-level Client Associates.

Requirements:

  • 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 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. Successful candidates must also meet ongoing regulatory requirements, including additional screening and reporting certain incidents. This position is not eligible for Visa sponsorship.

Wells Fargo Recruitment and Hiring Requirements:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Company: Wells Fargo Bank

Req Number: R-408273

Location: Anderson, Indiana

  • Senior Client Service Associate

    2 weeks ago

    Indianapolis, Indiana, United States TalentLink Solutions Full time

    Job Title: Senior Client Service AssociateWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at TalentLink Solutions. As a key member of our operations team, you will play a critical role in delivering exceptional client service and supporting our advisors in their work with clients.Key Responsibilities:Provide...

  • Audit Senior Associate

    4 days ago

    Indianapolis, Indiana, United States CBIZ Full time

    Job Title: Audit Senior AssociateCBIZ is seeking a highly motivated and experienced Audit Senior Associate to join our team. As an Audit Senior Associate, you will play a key role in supporting our Real Estate and Affordable Housing Group, coordinating the day-to-day activities of planning, fieldwork, and wrap-up, including preparing financial statements...

  • Senior Tax Associate

    3 weeks ago

    Indianapolis, Indiana, United States Advantage Technical Full time

    Job Title: Senior Tax AssociateWe are seeking a highly skilled Senior Tax Associate to join our team at Advantage Technical. As a Senior Tax Associate, you will be responsible for preparing and reviewing tax returns, researching tax questions, and providing tax analysis and recommendations.Key Responsibilities:Prepare and review tax returns for corporate...

  • Audit Senior Associate

    1 month ago

    Indianapolis, Indiana, United States CBIZ Full time

    About CBIZCBIZ is a leading provider of financial and employee business services, with over 120 offices and nearly 7,000 associates throughout the U.S. We deliver top-level expertise combined with highly personalized service delivered at the local level.Our MissionWe are honored to be the recipient of several national recognitions for 2023, including Best...

  • Audit Senior Associate

    3 days ago

    Indianapolis, Indiana, United States KSM (Katz, Sapper & Miller) Full time

    Job Title: Audit Senior AssociateWe're KSM, a leading independent advisory, tax, and audit firm in the United States. Our team provides expert guidance to clients across various industries, empowering them to achieve their goals.As an Audit Senior Associate, you'll play a key role in our firm's success. Your responsibilities will include:Acting as a liaison...

  • Audit Senior Associate

    3 days ago

    Indianapolis, Indiana, United States CBIZ Full time

    About CBIZCBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise combined with highly personalized service at the local level.Job SummaryWe are seeking a highly skilled Audit Senior Associate to join our team. As an Audit Senior Associate, you will play a key role in coordinating the day-to-day...

  • Audit Senior Associate

    4 days ago

    Indianapolis, Indiana, United States CBIZ Full time

    Job Title: Audit Senior AssociateJoin CBIZ, a leading provider of financial and employee business services, as an Audit Senior Associate on our Real Estate and Affordable Housing Group. As a key member of our team, you will have the opportunity to make a meaningful impact and advance your career through demonstrated leadership, welcoming new challenges, and...

  • Senior Caregiver

    4 weeks ago

    Indianapolis, Indiana, United States Senior Helpers Full time

    About Senior HelpersSenior Helpers is a leading provider of in-home senior care, dedicated to improving the lives of our clients and their families. Our team of compassionate caregivers is committed to delivering exceptional care and support to seniors in the comfort of their own homes.Job ResponsibilitiesProvide companionship and emotional support to...

  • Senior Associate, Senior Project Manager

    2 weeks ago

    Indianapolis, Indiana, United States Dar Group Full time

    Job SummaryWe are seeking a highly skilled Senior Associate, Senior Project Manager to join our team in Indianapolis. The ideal candidate will have a proven track record of successfully managing multi-discipline projects, including Mechanical, Electrical, Plumbing, and Fire Protection. This individual will be responsible for leading and managing project...

  • Nursing Assistant

    4 weeks ago

    Indianapolis, Indiana, United States Senior Helpers Full time

    Senior Helpers Indianapolis is seeking experienced Certified Nursing Assistants (CNAs) to provide high-quality in-home care for seniors in Northwest Indianapolis and surrounding areas. As a CNA with Senior Helpers, you will have the opportunity to make a meaningful difference in the lives of our clients while enjoying a flexible schedule and competitive...

  • EBP Audit Senior Associate

    4 days ago

    Indianapolis, Indiana, United States KSM (Katz, Sapper & Miller) Full time

    Join Our Team as an EBP Audit Senior AssociateWe're KSM, a top 50 largest independent advisory, tax, and audit firm in the United States. Our team provides clients with the inspiration, insight, and technical expertise they need to achieve great things.At KSM, you'll be empowered to hone your skills and develop your interests in a fun, collegial environment...

  • Tax Senior Associate

    3 days ago

    Indianapolis, Indiana, United States KSM (Katz, Sapper & Miller) Full time

    About KSMKSM is a leading independent advisory, tax, and audit firm in the United States, ranked among the top 50 largest firms in the country.Our firm is built on a foundation of entrepreneurial spirit and a commitment to excellence, serving our employees, clients, and communities with passion and dedication.Job SummaryWe are seeking a highly skilled Tax...

  • Certified Nursing Assistant

    4 weeks ago

    Indianapolis, Indiana, United States Senior Helpers Full time

    Senior Helpers Indianapolis - CNA Job OpportunityWe are seeking experienced Certified Nursing Assistants (CNAs) to provide high-quality in-home care for seniors in Northwest Indianapolis and surrounding areas.Key Responsibilities:Provide one-on-one care to clients, building meaningful relationships and assisting with daily routines.Support clients with...

  • Senior QA/QC Field Associate

    2 weeks ago

    Indianapolis, Indiana, United States DataX Connect Full time

    Job Title: Senior QA/QC Field AssociateLocation: South Bend, IndianaDataX Connect, a leading owners rep firm, is seeking a highly motivated Senior QA/QC Field Associate to join their team in South Bend, Indiana.About the RoleThe Senior QA/QC Field Associate will be responsible for ensuring that installation meets project requirements for advanced technology...

  • Tax Senior Associate

    1 month ago

    Indianapolis, Indiana, United States Forvis Mazars, LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a key member of our tax team, you will play a critical role in providing exceptional tax services to our clients.Key ResponsibilitiesProvide tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with a...

  • Audit Senior Associate

    1 month ago

    Indianapolis, Indiana, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Audit Senior Associate to join our team at Forvis Mazars. As a key member of our audit team, you will be responsible for providing assurance services to our clients, communicating information objectively and clearly, and providing insight to help clients improve their businesses.Key ResponsibilitiesPerform...

  • Audit Senior Associate

    4 weeks ago

    Indianapolis, Indiana, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Audit Senior Associate to join our team at Forvis Mazars. As a key member of our audit team, you will be responsible for providing high-quality audit services to our clients, ensuring their financial statements are accurate and reliable.Key ResponsibilitiesPerform detailed audit procedures over various income...

  • Senior Associate, Corporate Strategy

    2 weeks ago

    Indianapolis, Indiana, United States KPMG Full time

    Job Title: Senior Associate, Corporate StrategyKPMG is seeking a Senior Associate, Corporate Strategy to join our Internal (non-client facing) Strategic Planning organization.Key Responsibilities:Perform financial modeling and analyses to support strategy setting and advance strategic thinking for the firm.Provide further insight into the firm's overall...

  • Senior Client Success Manager

    4 weeks ago

    Indianapolis, Indiana, United States Clearesult Full time

    About the RoleCLEAResult is seeking a highly skilled Senior Client Success Manager to join our team. As a key member of our Client Services team, you will be responsible for developing and maintaining excellent relationships with existing and prospective clients, driving results related to Product & Technology efforts and general client satisfaction.Key...

  • Certified Nursing Assistant

    4 weeks ago

    Indianapolis, Indiana, United States Senior Helpers Full time

    Job Title: Certified Nursing AssistantWe are seeking an experienced Certified Nursing Assistant (CNA) to provide quality in-home care for seniors in Northwest Indianapolis and the surrounding areas.Responsibilities:Provide one-on-one care to clients, assisting with daily routines and activitiesDevelop strong relationships with clients, learning about their...