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Client Associate - Private Client Group

Company: Wells Fargo
Location: San Jose
Posted on: August 7, 2022

Job Description:

Job Description:At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at .In this role, you will:

  • Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
  • Handle FA 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, and enter security order tickets after being approved by the FA(s)
  • May also perform various administrative functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements
  • Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
  • When applicable, act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for reviewRequired Qualifications:
    • 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
      • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
      • Effective organizational, multi-tasking, and prioritization skills
      • Good verbal, written, and interpersonal communication skills
      • Brokerage industry experience
      • Financial services industry experience
      • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
      • Experience interacting directly with customers
      • Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
      • Ability to work effectively, as well as independently, in a team environment
      • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
      • Knowledge and understanding of brokerage or administrative supportPosting Location:
        • One Almaden Blvd STE 1000 San Jose Ca 95113 We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Keywords: Wells Fargo, San Jose , Client Associate - Private Client Group, Other , San Jose, California

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