Senior Client Associate

Responsibilities

• Assist Financial Advisors with service and operational activities, including client communication via telephone and written correspondence
• Facilitate requests for account information and quotes for both advisors and clients
• Schedule and prepare for client appointments, establish new accounts, and research account inquiries
• Enter security order tickets following approval from Financial Advisors
• Execute marketing campaigns, track referrals, and maintain files to meet regulatory requirements
• Act as a liaison for referral sources by reviewing paperwork for completeness
• Provide systems support and training to branch personnel and entry-level Client Associates

Requirements

• 2+ years of Brokerage and Client Services support experience
• Experience in the financial services industry
• Administrative support experience
• Intermediate Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)

Preferred Qualifications

• Direct experience interacting with customers in a professional setting
• Strong client service focus with the ability to recommend solutions based on customer needs
• Ability to prioritize work and meet deadlines in a dynamic, complex environment

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services.