Part-Time Client Associate

Wells Fargo Bank•Ponte Vedra Beach, FL

6d•Onsite

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 in marketing activities, client service, account maintenance, and operational execution. The Client Associate serves as a key client contact, handles day-to-day service requests, and contributes to relationship-building, client satisfaction, and business and marketing growth while developing knowledge of wealth management products and services. The position includes preparing marketing materials and presentations, coordinating campaigns and events, assisting with lead generation and pipeline management, supporting client onboarding and account servicing, and ensuring requests are completed accurately and in compliance with firm policies and regulatory requirements. The role is based at the posting location in Ponte Vedra Beach, Florida. It is not eligible for visa sponsorship and is subject to FINRA background screening and ongoing regulatory obligations.

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 of these.
Ability to comply with applicable requirements concerning outside activities and personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if applicable.
Must successfully complete and pass a background check before hire; the position is subject to FINRA background screening requirements.
Must meet ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Nice To Haves

Marketing experience.
Experience preparing client presentations and marketing materials, coordinating marketing events, and producing 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, 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 work effectively 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 in transactions, documentation, and client requests.
Experience with reporting and analysis, organizing information, identifying trends, and maintaining accurate data to support business decisions.
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 with accountability, organization, and consistent follow-through.
Marketing focus.

Responsibilities

Conduct marketing activities, including preparing client presentations and marketing materials; coordinating marketing events; and developing 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, in 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.
Follow applicable regulatory requirements, policies, and procedures.