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Client Service Representative

2 months ago

Reading, Pennsylvania, United States Wells Fargo Full time
About this Role:

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of its Financial Services division. In this role, you will be responsible for providing exceptional client service and support to Financial Advisors and their 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 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 Financial Advisor.
  • Execute various administrative functions for the Financial Advisor and Branch Management, including 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.
Requirements:
  • 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.
Additional Information:

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.