Wells Fargo · 1 week ago
Brokerage Client Assistant - RCAST & Registered
MINNEAPOLIS, MN
Full-time
Onsite
Entry, Mid Level
$27.88/hr - $41.83/hr
2+ years expWells Fargo is seeking a Registered Client Associate as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management. In this role, you will support the Financial Advisory team by providing account information, handling administrative tasks, and improving support processes for clients.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues
Establish and maintain files to meet regulatory requirements
Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
Receive direction from supervisors and escalate non-routine questions to more experienced roles
Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers
Qualification
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
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Preferred
Brokerage client support experience
Administrative support experience in financial services
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
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
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
Company data provided by crunchbase