Client Associate

Wells Fargo • Jenkintown, PA

398d

About The Position

Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support Financial Advisors by providing exceptional service and operational assistance. This role involves direct client interaction, managing account-related requests, and executing various administrative functions to enhance client relationships and ensure compliance with regulatory requirements.

Requirements

• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Brokerage client support experience or financial services industry experience.
• Administrative support experience in financial services.
• Experience interacting directly with customers.
• Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Client service focus with the ability to listen to customer needs and recommend solutions.
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic environment.

Nice To Haves

• Experience in a fast-paced financial services environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Assist Financial Advisor(s) with service and operational activities, including client communication via telephone, direct interaction, and written correspondence.
• Facilitate requests for account-related information and quotes from Financial Advisors and clients.
• Schedule and prepare for appointments with new or prospective clients.
• Establish and service client accounts, prepare necessary forms, and research account inquiries or issues.
• Enter security order tickets after approval from Financial Advisor(s).
• Execute administrative functions for Financial Advisor(s) and Branch Management, including tracking referrals and assisting with marketing activities.
• Establish and maintain filing and record-keeping systems to support client service efforts.
• Act as a liaison for referral sources by reviewing paperwork for completeness and forwarding it to management.

Benefits

• Diversity and inclusion initiatives
• Employee support programs
• Regulatory compliance training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed