Client Performance Analyst 3

3 weeks ago

New York, New York, United States Wells Fargo Full time
About this role:

We are seeking a highly skilled Client Performance Analyst 3 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 supporting our Financial Advisors and providing analytics to help them succeed.

Key Responsibilities:
  • Support Financial Advisors through extensive interaction with prospects, clients, product teams, and internal team members to provide analytics on existing and prospective clients.
  • Perform market research to track new leads and follow-up, and collect data to analyze investment performance results for use in developing reports for clients or internal management.
  • Participate in product category meetings, create pitch book presentations and materials for existing and prospective client meetings, and verify accuracy of all portfolio and benchmark performance results and monitor performance trends.
  • Respond to client requests and conduct special projects/analyses, and provide direction and training to more junior staff.
Requirements:
  • 5+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
  • US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Desired Qualifications:
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Strong analytical skills with high attention to detail and accuracy.
  • Client services experience.
  • Knowledge and understanding of brokerage systems or applications.
  • Brokerage client support experience.
  • Financial analysis experience.
  • Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition.
  • Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
  • Ability to work in a fast-paced deadline-driven environment.
  • Comprehensive knowledge and understanding of broker-dealer channel.
Job Expectations:
  • US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
  • Compliance with state law registration and licensing requirements is mandatory.
  • In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.
  • Additional requirements include meeting enhanced financial fitness and criminal background standards.
  • Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

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: 51 John F Kennedy, 4th Floor, Short Hills, NJ; 767 5th Avenue, 33rd Floor, New York, NY 10153

Pay Range: $100, $179,200.00

Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date: 4 Oct 2024

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.

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