Client Associate

Wells Fargo Bank • Savannah, GA

1d • Onsite

About The Position

Join Wells Fargo’s Wealth & Investment Management team as a part-time Client Associate. The role supports Profit Formula Financial Advisors and cross-functional partners in delivering an exceptional client experience, managing day-to-day service requests, supporting account maintenance, and maintaining operational excellence. The position provides opportunities to build client relationships, enhance satisfaction, contribute to business growth, and develop knowledge of wealth management products and services.

The Client Associate provides account information and quotes, enters Financial Advisory-approved security tickets, performs administrative and operational tasks, responds to client and business inquiries, maintains regulatory files, and prepares reports and records. The role receives direction from a supervisor and the Financial Advisory functional area and escalates non-routine questions. It also interacts with Financial Advisory, internal partners, and external customers to resolve inquiries and requests.

The role is subject to applicable outside-activity and personal-investing compliance policies, FINRA background screening and ongoing regulatory obligations. Candidates must pass a background check before hire. Individuals subject to statutory disqualification are not eligible to associate with a FINRA-registered broker-dealer. Visa sponsorship is not available.

Requirements

• At least 1 year of brokerage and client services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Meet FINRA background screening requirements and successfully pass a background check before hire.
• Comply with applicable ongoing regulatory obligations, including periodic screening and mandatory incident reporting.
• Provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policies if subject to outside-activity or personal-investing requirements.

Nice To Haves

• Knowledge of financial services and brokerage operations, including account management, account servicing, and compliance in a regulated environment.
• Ability to deliver strong 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 across teams and work effectively 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 in transactions, documentation, and client requests.
• Experience with reporting and analysis, including 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 while maintaining accountability, organization, and consistent follow-through.

Responsibilities

• Support the Profit Formula Financial Advisory team and its clients by providing account information or quotes, entering Financial Advisory-approved security tickets, and completing administrative tasks.
• Identify opportunities to improve Profit Formula Brokerage Client Support processes and contribute ideas to the work group.
• Perform moderately complex administrative and operational tasks within the Profit Formula Brokerage Client Support functional area.
• Handle telephone calls and respond to inquiries, including requests to research reports and account-related issues.
• Establish and maintain files to meet the firm’s regulatory requirements.
• Create, produce, and maintain reports, databases, and records to support the growth of client relationships.
• Receive direction from a supervisor and the Financial Advisory functional area, and escalate non-routine questions.
• Interact with the Financial Advisory functional area, internal partners, and external customers regarding inquiries and requests.
• Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as required.

What This Job Offers

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