Part-Time Client Associate

Wells Fargo & Company • Fort Worth, TX

2d • Onsite

About The Position

Join Wells Fargo’s Wealth & Investment Management team as a part-time Client Associate supporting an exceptional client experience. The role works closely with Financial Advisors and cross-functional partners to address client needs, support service delivery, and build lasting relationships. The Client Associate is a key point of contact for clients, handling day-to-day service requests, account maintenance, and operational support while contributing to client satisfaction and business growth and developing knowledge of wealth management products and services.

The position is 10 hours per week and is listed at locations in Weatherford, Abilene, and Fort Worth, Texas. It is subject to FINRA background screening, including a required background check before hire and ongoing regulatory obligations. Employees may also be subject to policies regarding outside activities and personal investing. The position 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.
• Candidates must successfully complete and pass a background check before hire and meet ongoing FINRA regulatory obligations.
• Employees affected by policies concerning outside activities or personal investing must provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable requirements.
• Must not be subject to statutory disqualification under FINRA rules to be associated with a FINRA-registered broker-dealer.

Nice To Haves

• Knowledge of financial services and brokerage operations, including account management, account servicing, and compliance in a regulated environment.
• Ability to provide exceptional customer service and build relationships through active listening, responsiveness, and professionalism.
• Strong written and verbal communication skills for interacting with clients, Financial Advisors, and business partners.
• Ability to collaborate with internal stakeholders to resolve client needs and support business objectives.
• Strong problem-solving skills, sound judgment, and ability to identify appropriate solutions.
• 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.
• Strong 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 manage work independently with accountability, organization, and consistent follow-through.

Responsibilities

• Provide exceptional client service by addressing inquiries, resolving issues, and supporting a seamless client experience.
• Support Financial Advisors with administrative, operational, and service-related activities to help drive business results.
• Execute routine transactions, account servicing, and documentation accurately and with attention to detail.
• 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 promptly.
• Maintain knowledge of firm systems, products, and services to support clients and advisors effectively.
• Adhere to regulatory requirements, policies, and procedures.
• Fulfill applicable risk program and compliance obligations, escalate and remediate issues, and make sound risk decisions.

What This Job Offers

• Job Type: Part-time
• Education Level: No Education Listed