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Senior Client Associate

2 months ago

Fort Lauderdale, Florida, United States Wells Fargo Full time
About this Role

Wells Fargo is seeking a highly skilled Senior Client Associate to join our Wealth and Investment Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Financial Advisors and clients.

Key Responsibilities
  • Assist Financial Advisors with service and operational related activities, including providing service to clients via telephone, direct interaction, and written correspondence.
  • Facilitate FA and client requests for account-related information and/or quotes.
  • Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved 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 the firm's 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 one or a combination of the following: work experience, training, military experience, 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.
What We Offer

As a Senior Client Associate at Wells Fargo, you will have the opportunity to work in a dynamic and complex environment, providing exceptional client service and support to our Financial Advisors and clients. You will be part of a team that values diversity, equity, and inclusion, and is committed to building strong customer relationships.