Part-Time Client Associate

Wells Fargo•Ponte Vedra Beach, FL

About The Position

Join Wells Fargo’s Wealth & Investment Management team as a part-time Marketing Client Associate. The role supports Financial Advisors and cross-functional partners with marketing activities, client needs, service delivery, and relationship-building. As a key client contact, the Client Associate manages day-to-day service requests, supports account maintenance and marketing, and helps ensure operational excellence. The position offers the opportunity to strengthen client relationships and satisfaction, contribute to business and marketing growth, and develop knowledge of wealth management products and services. The role includes preparing marketing materials and client presentations, coordinating marketing events and communications, tracking campaign results, supporting lead generation and pipeline management, assisting with client onboarding and account servicing, and ensuring compliance with firm policies and regulatory requirements. The position is subject to FINRA background screening and ongoing regulatory obligations. It is not eligible for visa sponsorship.

Requirements

At least 1 year of brokerage and client services support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination thereof.
Successful completion of a background check before hire and compliance with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable requirements if affected by policies concerning outside activities or personal investing.

Nice To Haves

Marketing experience.
Experience preparing client presentations and marketing materials; coordinating marketing events, client emails, direct mail, educational content, and targeted marketing initiatives.
Experience tracking campaign results and assisting with lead generation, referral opportunities, and pipeline management.
Knowledge of financial services and brokerage operations, including account management and servicing and compliance in a regulated environment.
Ability to deliver exceptional customer service and build relationships through active listening, responsiveness, and professionalism.
Written and verbal communication skills for interacting with clients, Financial Advisors, and business partners.
Ability to collaborate across teams and partner with internal stakeholders to resolve client needs and support business objectives.
Problem-solving skills, sound judgment, and ability to identify appropriate solutions for client and business needs.
Attention to detail and focus on accuracy, quality, and operational excellence when handling transactions, documentation, and client requests.
Experience with reporting and analysis, organizing information, identifying trends, and supporting business decisions through accurate data management.
Administrative organization and task management skills, including coordinating activities, maintaining records, and supporting operational processes.
Ability to prioritize multiple responsibilities, manage competing deadlines, and adapt in a fast-paced environment.
Ability to work independently while maintaining accountability, organization, and consistent follow-through.
Marketing focus.

Responsibilities

Conduct marketing activities, including preparing client presentations and marketing materials; coordinating marketing events, client emails, direct mail, educational content, and targeted marketing initiatives.
Track campaign results and assist with lead generation, referral opportunities, and pipeline management.
Address client inquiries, resolve issues, and support a seamless client experience.
Support Financial Advisors with administrative, operational, and service-related activities.
Execute routine transactions, account servicing, and documentation accurately.
Assist with onboarding new clients, including account opening and maintenance, while ensuring compliance with firm policies.
Identify opportunities to improve processes and enhance the client experience.
Partner with internal teams to fulfill client needs and resolve requests in a timely manner.
Maintain knowledge of firm systems, products, and services to support clients and advisors.
Adhere to regulatory requirements, policies, and procedures.