Wells Fargo Bank Jobs – Client Associate

Job Description:

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

Job Responsibilities:

• Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
• Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
• Establish and maintain files to meet the firms regulatory requirements
• Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

Job Requirements:

• Ability to work effectively, as well as independently, in a team environment
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Knowledge and understanding of brokerage or administrative support
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information

Qualification & Experience:

• Financial services industry experience
• Brokerage industry experience
• Experience interacting directly with customers

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Richmond, VA, US

Application Deadline: N/A

Apply Here

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