Wells Fargo
Financial Services
SeniorClientAssociate
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Client Associate at Wells Fargo. Skills: Client service, Operational support, Relationship management. Assist Financial Advisor(s) with service. Assist Financial Advisor(s) with operational activities”
Industry & Context.
Resolve client issues; Resolve business issues
FINRA background screening, No Visa sponsorship
What They're Looking For.
Must Have
2+ years Brokerage and Client Services support experience
Nice to Have
Brokerage client support experience, Financial services industry experience, Administrative support experience, Intermediate Microsoft Office skills, Client service focus, Ability to prioritize work, Meet deadlines, Achieve goals, Work in dynamic environment
What You'll Do.
Assist Financial Advisor(s) with service
Assist Financial Advisor(s) with operational activities
Provide service to clients via telephone
Provide service to clients via direct interaction
Provide service to clients via written correspondence
Facilitate FA requests for account information
Facilitate client requests for account information
Facilitate FA requests for quotes
Facilitate client requests for quotes
Schedule appointments with new clients
Schedule appointments with prospective clients
Prepare for appointments with new clients
Prepare for appointments with prospective clients
Establish client accounts
Service client accounts
Research account inquiries
Research account issues
Enter security order tickets
Coordinate marketing campaigns
Execute marketing campaigns
Establish client files
Maintain client files
Establish record keeping
Maintain record keeping
Act as liaison for referral sources
Review paperwork for completeness
Forward paperwork to management
Anticipate client issues
Proactively seek resolutions to client issues
Anticipate business issues
Proactively seek resolutions to business issues
Handle complex clients
Provide knowledge support to branch personnel
Provide systems support to branch personnel
Train entry-level Client Associates
How You'll Work.
Team & Collaboration
Branch personnel; Financial Advisor(s)
Communication Scope
Written correspondence; Client meetings
Full Job Description
**About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at [wellsfargojobs.com](https://www.wellsfargojobs.com/career-areas/). **In this role you will:** * Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence * Facilitate FA and client requests for account related information and/or quotes * Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s) * Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships * Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review * Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues * Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism * Viewed by peers as a subject matter expert, and sought by others for advice or guidance * Provide knowledge and systems support to branch personnel and training for entry-level Client Associates ****Required Qualifications:**** * 2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** * Brokerage client support exper
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