Wells Fargo
Client Associate In Wealth And Investment Management
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will: Assist Profit Formula 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 Profit Formula 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 Profit Formula Financial Advisor(s) Execute various administrative functions for the Profit Formula 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 Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Required Qualifications: 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 Desired Qualifications: 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 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 Job Expectations: 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 not eligible for Visa sponsorship. Posting Location: 10000 Sagemore Drive, Suite 10102, Marlton, NJ 08053 Pay Range: $25.48 - $36.54 Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 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 Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will: Assist Profit Formula 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 Profit Formula 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 Profit Formula Financial Advisor(s) Execute various administrative functions for the Profit Formula 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 Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Required Qualifications: 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 Desired Qualifications: 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 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 Job Expectations: 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 not eligible for Visa sponsorship. Posting Location: 10000 Sagemore Drive, Suite 10102, Marlton, NJ 08053 Pay Range: $25.48 - $36.54 Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 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 Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.