Client Associate

Responsibilities

• Assist Financial Advisors with service and operational activities, including client interaction via telephone and written correspondence
• Facilitate client requests for account information and quotes
• Schedule and prepare for appointments with new or prospective clients
• Establish and service client accounts, prepare forms, and enter security order tickets upon advisor approval
• Execute administrative functions such as tracking referrals and assisting with marketing activities
• Maintain filing and record-keeping systems to meet regulatory requirements and support client relationships
• Act as a liaison for referral sources by reviewing paperwork for completeness

Requirements

• 1+ year of Brokerage and Client Services support experience (or equivalent through work, training, military, or education)
• Strong organizational, multitasking, and prioritizing skills
• Intermediate Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Ability to work in a fast-paced, deadline-driven environment

Preferred Qualifications

• Experience in brokerage operations or financial services industry
• Experience in cashiering or wire operations
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Experience interacting directly with customers

Benefits

• Health, dental, and vision benefits
• 401(k) Plan
• Paid time off and parental leave
• Life, critical illness, and accident insurance
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits and adoption reimbursement

About the Company

Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Wealth & Investment Management.