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Client Associate
2 weeks ago
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or 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(s). Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, 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. Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable.
Required Qualifications: 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.
Job Expectations: Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship.
Posting Location: 950 Main Avenue, Suite 300, Cleveland, OH 44113
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
