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Wells Fargo · 2 days ago

Senior Client Associate

Brentwood, TN

Full-time

Onsite

Mid, Senior Level

4+ years exp

Wells Fargo is seeking a Senior 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, managing client requests, and supporting branch personnel.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Brokerage experienceClient services experienceFinancial services experienceMicrosoft Office skillsCustomer interactionClient service focusPrioritize

Required

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