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Wells Fargo · 4 hours ago

Client Associate

Deerfield, IL

Full-time

Onsite

Entry Level

$25.48/hr - $36.54/hr

2+ years exp

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves assisting Financial Advisors with client service and operational activities, scheduling appointments, establishing client accounts, and performing various administrative functions to support client relationships.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence

Facilitate Financial Advisor and client requests for account related information and/or quotes

Schedule and prepare for appointments with new or prospective clients

Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements

Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships

Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

Qualification

Brokerage experienceClient services experienceMicrosoft OfficeCustomer interactionAdministrative supportClient service focusPrioritize

Required

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education