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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