Client Associate

4 weeks ago

Norfolk, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .

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:
  • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Brokerage or Financial Services industry experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Experience interacting directly with customers
  • Administrative support experience in financial services
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
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:

999 Waterside Dr., NORFOLK, VA

Posting End Date:
23 Sep 2024
*Job posting may come down early due to volume of applicants.

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

  • Client Associate

    3 weeks ago

    Norfolk, United States Wells Fargo Full time

    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 Client Associate, Financial Advisor, Associate, Client Service, Brokerage, Client Relations, Banking

  • Associate Client Support Consultant

    2 months ago

    Norfolk, United States Automatic Data Processing Full time

    ADP is hiring an Associate Client Support Consultant. Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelin Client Support, Consultant, Associate, Support, Desktop Support, Client

  • Wealth Management Client Associate

    2 weeks ago

    Norfolk, Virginia, United States Bank of America Full time

    Job Title: Wealth Management Seasonal Client AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Seasonal Client Associate to join our team. As a key member of our client service team, you will provide exceptional support to our Financial Advisors and clients, ensuring timely and accurate delivery of services.Key...

  • Wealth Management Client Associate

    4 weeks ago

    Norfolk, Virginia, United States Bank of America Full time

    Job Description:Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Wealth Management Client Associate, you will play a critical role in helping clients pursue their financial goals through personalized...

  • Wealth Management Client Associate

    4 weeks ago

    Norfolk, Virginia, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team at Bank of America. As a key member of our financial services team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key ResponsibilitiesClient Service and Support:...

  • Part-Time Client Service Associate

    6 days ago

    Norfolk, United States Raymond James Financial Services Full time

    Job Title: Part-Time Client Service Associate (Norfolk, VA) - 2403021 Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team....

  • Client Service Representative

    2 weeks ago

    Norfolk, Virginia, United States Wells Fargo Full time

    Job SummaryWe are seeking a highly skilled Client Associate to join our team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients, working closely with Financial Advisors to facilitate client requests and ensure seamless account management.Key ResponsibilitiesProvide top-notch service to clients...

  • Hospital Client Support Specialist

    1 month ago

    Norfolk, Virginia, United States Banfield Full time

    About the RoleThe Client Service Coordinator ('CSC') plays a pivotal role in driving the flow of clients and pets through the hospital, ensuring seamless communication with associates and clients. This position is crucial in maximizing the productivity of the veterinary medical team, thereby enhancing the overall client experience.Key ResponsibilitiesClient...

  • Client Service Representative

    3 weeks ago

    Norfolk, Virginia, United States WELLS FARGO BANK Full time

    About this Role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.This role is responsible for providing exceptional client service and support to Financial Advisors and clients. The ideal candidate will have a strong focus on customer service, excellent communication skills, and the ability to work...

  • Client Support Specialist

    4 weeks ago

    Norfolk, Virginia, United States ADP Full time

    About the RoleWe are seeking a highly skilled and motivated Client Support Specialist to join our team at ADP. As a Client Support Specialist, you will be responsible for providing exceptional customer service to our clients, resolving payroll issues, and ensuring a seamless client experience.Key ResponsibilitiesProvide timely and effective support to...

  • Client Experience Manager

    3 days ago

    Norfolk, Virginia, United States REI Management Services LLC Full time

    About the RoleThe customer is at the forefront of our business, and that's no exception at REI Management Services LLC. Our Customer Success Associates play a vital role in helping local communities by introducing products and services from our diverse clientele to increase brand awareness and community outreach. As a Customer Success Associate, you will be...

  • Marketing Associate

    4 weeks ago

    Norfolk, United States ProSol Full time

    Job Description Are you looking for an entry level position that offers the opportunity to make a big difference in a firm? We are a marketing and sales firm with Fortune 500 clients in Virginia Beach, and we have an exciting new opening for you. As an Entry Level Marketing Associate, you will contribute to one of our most important company initiatives:...

  • Sales Associate

    2 months ago

    Norfolk, United States City Wide Facility Solutions Full time

    City Wide Facility Solutions is seeking a dynamic Sales Associate to join our team. If you are a driven individual looking to launch your career in sales, this is the perfect opportunity for you.As a Sales Associate at City Wide Facility Solutions, you will be responsible for prospecting new business, building and maintaining client relationships, and...

  • Retail Sales Associate

    4 months ago

    Norfolk, United States REI Virginia Beach Full time

    Are you a people-person? Are you looking to use those skills in an area that will ADVANCE your career, rather than being stagnant? We are looking for a new Retail Sales Associate to join our already amazing team!Here at Royal Executives, we pride ourselves in bringing together individuals who are motivated and talented and want to personally reap the rewards...

  • Tax Senior Associate

    3 weeks ago

    Norfolk, Virginia, United States Forvis Mazars, LLP Full time

    {"Job Title": "Tax Senior Associate", "Job Description": "Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a key member of our tax team, you will provide expert tax compliance, tax provision, and tax advisory services to our clients across various industries.Key ResponsibilitiesProvide tax compliance,...

  • Retail Sales Associate

    4 months ago

    Norfolk, United States REI Virginia Beach Full time

    Are you a people-person? Are you looking to use those skills in an area that will ADVANCE your career, rather than being stagnant? We are looking for a new Retail Sales Associate to join our already amazing team! Here at Royal Executives, we pride ourselves in bringing together individuals who are motivated and talented and want to personally reap the...

  • Operations Associate

    4 weeks ago

    Norfolk, Virginia, United States Beacon Hill Full time

    About the Role:We are seeking a highly skilled Operations Associate to join our team at Beacon Hill. As an Operations Associate, you will be responsible for leading the on-site Operations team in Norfolk, VA.Key Responsibilities:Client account onboarding and set-up, as well as account closure and offboarding.Manual account reconciliation and entering of...

  • Audit Senior Associate

    4 weeks ago

    Norfolk, Virginia, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled and experienced Audit Senior Associate to join our team at Forvis. As an Audit Senior Associate, you will play a key role in providing assurance services to our clients, bringing credibility to their financial picture, and communicating information objectively and clearly.Key ResponsibilitiesReview and analyze...

  • Insurance sales associate

    4 days ago

    Norfolk, United States Primary Location Full time

    Join Happ Financial Services, Inc, a leading player in the insurance industry, based in Norfolk, Nebraska. We are in search of a dynamic and motivated Insurance Sales Associate who is eager to make a mark in the world of insurance sales. At Happ Financial Services, we pride ourselves on being a customer-centric company, with a commitment to providing...

  • Tax Associate

    4 months ago

    Norfolk, United States FORVIS, LLP Full time

    Description & Requirements As a Tax Associate at Forvis Mazars, you will gain valuable experience, use your critical thinking abilities to help clients solve problems, and apply your social skills to build rewarding business relationships. You will have the opportunity to work with clients from a variety of industries as you develop your technical skills and...