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, establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s). Additionally, you will execute various administrative functions for the Financial Advisor(s) and Branch Management including tracking referrals and assisting with marketing related activities. You will act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable. The position will be located in one of the central CA Utility locations and will assist financial advisors in other areas of the country on an as needed/assigned basis. Working hours will be based on the work location and the geographical location of assigned financial advisors to ensure coverage during regular business hours in their respective locations.
