Client Performance Analyst 1

Wells Fargo & Company•San Diego, CA

9h•$82,000 - $125,000•Onsite

About The Position

Wells Fargo is seeking a Client Performance Analyst 1 in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will support a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up. You will collect data and analyze investment performance results for use in developing reports for clients or internal management. You will verify accuracy of all portfolio and benchmark performance results and monitor performance trends. You will respond to client requests and conduct special projects/analyses. May participate in product category meetings and may create pitch book presentations and materials for existing and prospective client meetings.

Requirements

2+ 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
Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
Compliance with state law registration and licensing requirements is mandatory.
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.
Additional requirements include meeting enhanced financial fitness and criminal background standards.
Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
This position is subject to FINRA background screening requirements.
Candidates must successfully complete and pass a background check prior to hire.
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship.

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) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up.
Collect data and analyze investment performance results for use in developing reports for clients or internal management.
Verify accuracy of all portfolio and benchmark performance results and monitor performance trends.
Respond to client requests and conduct special projects/analyses.
May participate in product category meetings and may create pitch book presentations and materials for existing and prospective client meetings.