Wf
Registered Client Associate
SAN FRANCISCO, CA
H1B sponsorship available$31k-$46kDetected 11 hours ago
ComplianceExcelResearchMicrosoft Office
About the role
- Wells Fargo is seeking a Registered 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.
- Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Responsibilities
- May also perform various administrative functions for the Financial Advisor(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
- Wells Fargo maintains a drug free workplace.
Requirements
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
- US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
- For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
- Brokerage client support experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Compensation
- Reflected is the base pay range offered for this position.
- Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.
- Employees may also be eligible for incentive opportunities.
Benefits
- Health benefits
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Commuter benefits
- Tuition reimbursement
- Adoption reimbursement
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
- Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Company info
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Equal opportunity
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- This position is not eligible for Visa sponsorship.
This listing is sourced directly from Wf's careers page and normalized into a canonical job model.