Client Associate

2 weeks ago


Bloomington, Illinois, United States WELLS FARGO BANK Full time
About this Role

We are seeking a highly skilled and experienced Client Associate to join our Wealth and Investment Management team at Wells Fargo Advisors. As a key member of our team, you will play a critical role in providing exceptional service to our clients and supporting the growth of our business.

Key Responsibilities
  • Provide top-notch service to clients via phone, email, and in-person interactions, ensuring their needs are met and exceeded.
  • Assist Financial Advisors with operational tasks, such as account management, research, and order execution.
  • Schedule and prepare for client meetings, ensuring a seamless and professional experience.
  • Establish and maintain accurate client records, ensuring compliance with regulatory requirements.
  • Collaborate with the Financial Advisor team to identify and pursue new business opportunities.
  • Develop and maintain strong relationships with clients, colleagues, and referral sources.
Requirements
  • 2+ years of experience in brokerage and client services, or equivalent experience in a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to navigate complex client issues.
  • Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines.
  • Intermediate Microsoft Office skills, with proficiency in Word, Excel, Outlook, and PowerPoint.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. As a valued member of our team, you will have the opportunity to work with a talented and dedicated group of professionals who are passionate about delivering exceptional service to our clients.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to creating a diverse and inclusive workplace that reflects the communities we serve.



  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job DescriptionGlobal Client Support ProfessionalJTB International Inc. is seeking a highly skilled Global Client Support Professional to provide exceptional support to our Financial Advisors. The ideal candidate will possess excellent communication skills, be highly organized, and have a strong attention to detail.Responsibilities:Provide direct support to...


  • Bloomington, Illinois, United States Steampunk Full time

    OverviewThe Client Relationship Executive (CRE) at Steampunk is responsible for identifying, cultivating, and advancing customer relationships that directly generate new business. This CRE role is responsible for identifying leads, qualifying opportunities, and closing deals with Department of Homeland Security (DHS) clients.ResponsibilitiesDevelop mature...


  • Bloomington, Illinois, United States Steampunk Full time

    Job Title: Client Relationship ExecutiveAt Steampunk, we are seeking a highly motivated and experienced Client Relationship Executive to join our team. As a key member of our sales team, you will be responsible for identifying, cultivating, and advancing customer relationships that directly generate new business.Key Responsibilities:Identify and qualify new...


  • Bloomington, Illinois, United States Steampunk Full time

    Job Title: Client Relationship ExecutiveOverview:The Client Relationship Executive (CRE) at Steampunk is responsible for identifying, cultivating, and advancing customer relationships that directly generate new business. This CRE role is responsible for identifying leads, qualifying opportunities, and closing deals with Department of Homeland Security (DHS)...

  • Client Specialist

    2 weeks ago


    Bloomington, Illinois, 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 to join our team. As a Client Specialist, you will be...


  • Bloomington, Illinois, United States Signature Estate & Investment Advisors, LLC Full time

    h3JobDescription/h3p**JobSummary**/ppSignatureEstate&InvestmentAdvisors,LLCisseekingahighlyskilledClientServiceAssociatetojoinourteam.AsaClientServiceAssociate,youwillberesponsibleforprovidingexceptionalclientserviceandsupporttoourclients./ppbKeyResponsibilities:/b/pulliProvidetimelyandeffectiveclientserviceandsupport/liliAssistwithaccountmanagementandclient...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    bJobDescription/bbrbrAtJTBINTERNATIONALINC,weareseekingaskilledClientServiceAssociatetoprovideexceptionalsupporttoourFinancialAdvisors.Theidealcandidatewillpossessstrongadministrativeskills,excellentcommunicationabilities,andapassionfordeliveringtop-notchclientservice.brbrbKeyResponsibilities/bbrbrRundailyreportstoensureadvisoraccountsareingoodstandingbrCoor...


  • Bloomington, Illinois, United States Guidehouse Full time

    Job SummaryWe are seeking a highly skilled and experienced Navy Client Relationship Executive to join our Defense and Security Growth Team at Guidehouse. As a key leader and executive, you will be responsible for building long-term sustainable client relationships with account executives and understanding their business issues to generate new business...

  • Tax Associate

    1 month ago


    Bloomington, Illinois, United States H&R Block Full time

    {"title": "Tax Associate Role", "description": "At H\u0026R Block, we're looking for a skilled Tax Associate to join our team. As a Tax Associate, you'll be responsible for conducting tax interviews with clients, preparing accurate tax returns, and generating business growth. You'll also have the opportunity to grow your tax expertise and work in a...

  • Tax Associate

    2 weeks ago


    Bloomington, Illinois, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled and motivated Tax Associate to join our team at H&R Block. As a Tax Associate, you will play a critical role in providing exceptional client service and ensuring the accuracy and efficiency of tax preparation.Key ResponsibilitiesConduct tax interviews with clients to gather necessary information and complete tax...

  • Audit Associate

    2 weeks ago


    Bloomington, Illinois, United States RSM Full time

    About RSMWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.Job SummaryWe are seeking a highly motivated and...

  • Tax Senior Associate

    3 weeks ago


    Bloomington, Illinois, United States Forvis Mazars, LLP Full time

    Job Title: Tax Senior AssociateWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a Tax Senior Associate, you will play a key role in providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.Key Responsibilities:Providing tax compliance, tax provision, and tax...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive CompensationComplimentary Snacks and BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients worldwide. Our...

  • Sales Associate

    1 month ago


    Bloomington, Illinois, United States Groupe Dynamite Full time

    **Sales Associate Opportunity****Job Category:** Sales Operations & LP**Job Details****About the Role**Groupe Dynamite is a global fashion retailer with two brands at the heart of its success. We are currently looking for a Sales Associate to join our team.**Key Responsibilities**The Sales Associate reports to the Store Manager and provides exceptional...


  • Bloomington, Illinois, United States Inizio Partners Full time

    About the RoleWe are seeking a highly motivated Business Development Associate to join our team at Inizio Partners. As a key member of our sales team, you will be responsible for identifying and acquiring new enterprise clients across multiple industries.Key Responsibilities:Prospect and identify new business opportunitiesDevelop and execute sales strategies...

  • Senior Tax Associate

    2 weeks ago


    Bloomington, Illinois, United States Northwest Talent Solutions Full time

    About the JobNorthwest Talent Solutions is a leading staffing and consulting firm partnering with outstanding clients in the private industry and public sector.We are currently partnered with a preferred client in the advisory, tax, and assurance industry in search of a highly talented Senior Tax Associate.Job SummaryThe Senior Tax Associate will be a valued...


  • Bloomington, Illinois, United States Therma Full time

    Climate Risk Solutions AssociateTherma is seeking a Climate Risk Solutions Associate to join our team. As a Climate Risk Solutions Associate, you will work closely with our clients to design and implement programs focused on building decarbonization and climate risk.Key Responsibilities:Conduct greenhouse gas (GHG) inventories for clients, which includes...


  • Bloomington, Illinois, United States Steampunk Full time

    Job Title: RPA Associate DeveloperAbout the Role:We are seeking an experienced RPA Associate Developer to join our team at Steampunk. As an RPA Associate Developer, you will work with our subject matter experts to translate business requirements into well-architected solutions that best leverage the UiPath platform.Key Responsibilities:- Develop, test,...


  • Bloomington, Illinois, United States Gpac Full time

    Job Title: Commercial Litigation Associate AttorneyAbout the Firm:Gpac is a highly respected search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.Job...


  • Bloomington, Illinois, United States Neiman Marcus Group Full time

    About Neiman Marcus GroupWe're a relationship-driven business that leads with love in everything we do for our customers, associates, brand partners, and communities. Our legacy of innovation and culture of belonging guide our roadmap for revolutionizing luxury experiences.Your RoleAs a Client Advisor, you'll cultivate relationships with clients through...