Client Performance Analyst 2

Wells Fargo • Baton Rouge, LA

1d • Onsite

About The Position

Wells Fargo is seeking a Client Performance Analyst 2 in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will be primarily responsible for supporting a Financial Advisor(s) and through moderate interaction with prospects, clients, product teams and internal team members. You will provide analytics to FAs on existing and prospective clients, perform intensive market research to track new leads and follow-up, and collect data and analyze investment performance results for use in developing reports for clients or internal management. You will also participate in product category meetings, create pitch book presentations and materials for existing and prospective client meetings, verify accuracy of all portfolio and benchmark performance results, monitor performance trends, respond to client requests, and conduct special projects/analyses.

Requirements

• 4+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Nice To Haves

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Strong analytical skills with high attention to detail and accuracy.
• Client services experience.
• Knowledge and understanding of brokerage: systems or applications.
• Brokerage client support experience.
• Financial analysis experience.
• Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition.
• Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills.
• Excellent verbal, written, and interpersonal communication skills.
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
• Ability to work in a fast-paced deadline driven environment.
• Comprehensive knowledge and understanding of broker-dealer channel.

Responsibilities

• Support a Financial Advisor(s) through moderate interaction with prospects, clients, product teams and internal team members.
• Provide analytics to FAs on existing and prospective clients.
• Perform intensive market research to track new leads and follow-up.
• Collect data and analyzes investment performance results for use in developing reports for clients or internal management.
• Participate in product category meetings.
• Create pitch book presentations and materials for existing and prospective client meetings.
• Verify accuracy of all portfolio and benchmark performance results and monitors performance trends.
• Respond to client requests and conducts special projects/analyses.

Benefits

• Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
• Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
• Wells Fargo maintains a drug free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed