Senior Client Associate

Responsibilities

• Assist Financial Advisors with service and operational activities, including client communication via telephone and written correspondence
• Facilitate client requests for account information, quotes, and account establishment
• Schedule and prepare for client appointments, research account inquiries, and enter security order tickets upon advisor approval
• Execute branch management functions such as tracking referrals and coordinating marketing campaigns
• Maintain files and records to meet firm 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, or equivalent demonstrated through work experience, training, military experience, or education

Preferred Qualifications

• Experience in the financial services industry or brokerage client support
• Administrative support experience within financial services
• Intermediate Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Proven ability to prioritize work and meet deadlines in a dynamic, complex environment
• Strong client service focus with the ability to recommend solutions based on customer needs

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 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.