Client Associate

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 Brokerage Client Associate - Wealth Brokerage Services as part of Wells Fargo
Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Assist financial advisors and financial consultants by providing sales and servicing support
• Proactively seek ways to improve administrative and operational processes, and offer ideas for own work group
• Perform moderately complex administrative tasks, handle telephone calls, and other inquiries for research reports as well as resolve account issues
• Establish and maintain files to meet regulatory requirements
• Create and produce reports as well as databases while establishing and maintaining files and record to support sales efforts
• Receive direction from supervisors and escalate non-routine questions to more experienced roles
• Interact with immediate Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers

Required Qualifications, US:

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

Required Qualifications, International:

• Experience in Brokerage and Client Services, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Financial services industry experience
• Knowledge and understanding of brokerage or administrative support
• Excellent verbal, written, and interpersonal communication skills
• Strong attention to detail and accuracy skills
• Strong organizational, multi-tasking, and prioritizing skills
• Ability to answer and manage multiple phone lines
• Experience supporting senior level leaders/executives
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Posting: 3330 Riverside Dr., Danville, VA 24541

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, or national origin.

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.