Website Wells Fargo

As a Senior Client Associate at Wells Fargo, you will be responsible for assisting Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction, and/or written correspondence. You will also facilitate FA 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 FA(s). Additionally, you will execute functions for the FA(s) and Branch Management including 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.

Responsibilities:

Assist Financial Advisor(s) with service and operational related activities
Facilitate FA 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 FA(s)
Execute functions for the FA(s) and Branch Management
Often act as the liaison for all referral sources
Utilize prior experience to anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Requirements:

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

Desired Qualifications:

Strong client service skills
Strong attention to detail and accuracy
Effective organizational, multi-tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Brokerage industry experience
Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Experience interacting directly with customers
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Financial services industry experience
Knowledge and understanding of brokerage or administrative support

Q: What are the requirements for a Senior Client Associate position at Wells Fargo?

A: The requirements for a Senior Client Associate position at Wells Fargo include 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.