Client Associate
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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 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 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. Additionally, you will prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s). You will execute various administrative functions for the 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.
