Client Associate - Part Time

Wells Fargo • Lebanon, PA

68d

About The Position

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. You will 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, and establish and service client accounts. This includes preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the Profit Formula Financial Advisor(s). Additionally, you will execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management, including tracking referrals, assisting with marketing related activities, and establishing and maintaining files to meet the firm's regulatory requirements. You will also act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable.

Requirements

• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, or education.

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

• Assist Profit Formula Financial Advisor(s) with service and operational related activities.
• Facilitate 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, and research account inquiries.
• 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.
• Track referrals and assist with marketing related activities.
• Establish and maintain filing and record keeping necessary to support client relationships.
• Act as the liaison for all referral sources.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees