Brokerage Client Assistant - RCAST

Wells Fargo • Charlotte, NC

1d • Onsite

About The Position

Wells Fargo is seeking a Brokerage Client Assistant as part of the Remote Client Associate Support Team (RCAST) for Wells Fargo Advisors Financial Network (FiNet). In this role, you will support FiNet Practices and their clients by providing support for various administrative tasks. You will also identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas. You will perform moderately complex administrative and operational tasks within the RCAST Brokerage Client Support functional area, handle telephone calls or respond to inquiries and requests for researching of reports and account related issues. Additionally, you will establish and maintain files to meet the firm's regulatory requirements, and create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships. You will interact with the Financial Advisory functional area on a wider range of inquiries or requests, as well as internal and external customers.

Requirements

• 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
• Candidates must successfully complete and pass a FINRA background check prior to hire.
• Individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
• Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Nice To Haves

• 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

Responsibilities

• Support FiNet Practices and their clients by providing support for 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 and operational tasks within RCAST Brokerage Client Support functional area
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
• Establish and maintain files to meet the firms regulatory requirements
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed