Wells Fargo
Senior Client Associate
LEMOYNE, PA · Senior
H1B sponsorship availableDetected 1 day ago
ComplianceExcelResearchMicrosoft Office
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PERM / green-card track0
Lottery odds40
Fits your clock70
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About the 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.
- Assist Profit Formula (PF) 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
- Provide knowledge and systems support to branch personnel and training for entry-level Client Associates
- Execute various administrative functions for the Profit Formula 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
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
- Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
- Brokerage client support experience or financial services industry experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
Company info
- About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.
Visa & Work Authorization
- This position is not eligible for Visa sponsorship.
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This listing is sourced directly from Wells Fargo's careers page and normalized into a canonical job model.