Senior Client Associate

Wells Fargo & Company•Walnut Creek, CA

16h•$31 - $46•Onsite

About The Position

About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Profit Formula 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 Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Utilize prior experience in the Client Associate role to anticipate and proactively seek resolutions to client and business-related issues Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism Viewed by peers as a subject matter expert and sought by others for advice or guidance Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Requirements

4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Brokerage client support experience or financial services industry experience
Administrative support experience in financial services
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
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 and complex environment

Responsibilities

Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Profit Formula 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
Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Utilize prior experience in the Client Associate role to anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Viewed by peers as a subject matter expert and sought by others for advice or guidance
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates