Senior Client Associate

Wells Fargo Bank•Marlton, NJ

About The Position

Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. The role supports Profit Formula Financial Advisor(s) and Branch Management with client service, sales, operational, and administrative activities. The Senior Client Associate handles complex client matters with professionalism, uses seasoned judgment to anticipate and resolve issues, and serves as a subject matter expert and resource for peers and branch personnel. The role also supports and trains entry-level Client Associates.

Requirements

2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or 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 skills, including Word, Excel, Outlook, and PowerPoint.
Client service focus and 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 Financial Advisor(s) with sales, service, and operational activities, including serving clients by telephone, direct interaction, and written correspondence.
Facilitate advisor and client requests for account information or quotes; schedule and prepare for appointments with new or prospective clients; establish and service client accounts; prepare forms; and research account inquiries or issues.
Perform administrative functions for Financial Advisor(s) and Branch Management, including tracking referrals, coordinating and executing marketing campaigns, maintaining files for regulatory requirements, and keeping records that support servicing and growing client relationships.
Act as the liaison for referral sources by reviewing paperwork for completeness and forwarding it to management for review when applicable.
Anticipate and proactively seek resolutions to client- and business-related issues.
Handle complex clients with a high degree of professionalism and seasoned judgment.
Provide advice or guidance as a subject matter expert to peers.
Provide knowledge and systems support to branch personnel and train entry-level Client Associates.