Senior Registered Client Associate - International

Wells Fargo Bank • Miami, FL

10d

About The Position

Wells Fargo is seeking a Senior Registered Client Associate - International in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role you will: Review formation documents and identification for offshore structures and Non-Resident Alien accounts Assist with service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate client requests for account related information and/or quotes, schedule and prepare for appointments with clients, establish and service client accounts, prepare forms, research account inquiries and/or issues, Execute various administrative functions for the Branch Management including, but not limited to, tracking calls, coordinating, and executing various team projects, 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 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 Registered 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 Client Support 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 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• Bilingual speaking, reading, and writing proficiency in Spanish/English

Nice To Haves

• Client service focus with the ability to respond to requests in a timely manner
• Strong analytical skills with high attention to detail and accuracy
• Strong organizational, multi-tasking, and prioritization skills
• Previous Brokerage client support experience
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
• Knowledge and understanding of brokerage: systems or applications
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Responsibilities

• Review formation documents and identification for offshore structures and Non-Resident Alien accounts
• Assist with service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate client requests for account related information and/or quotes, schedule and prepare for appointments with clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
• Execute various administrative functions for the Branch Management including, but not limited to, tracking calls, coordinating, and executing various team projects, 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 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 Registered 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

What This Job Offers

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