Client Associate jobs in Buffalo, NY
Recently Added Client Associate jobs
Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
CIC Customer Information Ctr, NC
FULL_TIME
- 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 wellsfargojobs.com. In this role you will: Assist FINET independent Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor 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 Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities The position will be located in one of the central CA Utility locations and will assist financial advisors in other areas of the country on an as needed/assigned basis Working hours will be based on the work location and the geographical location of assigned financial advisors to ensure coverage during regular business hours in their respective locations Required 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, education Desired Qualifications: Brokerage client support experience or financial services industry experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with 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 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting location: 1525 W W T Harris Blvd Charlotte, NC 28262 Posting End Date: 25 Apr 2024 *Job posting may come down early due to volume of applicants. 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, status as a protected veteran, or any other legally protected characteristic. 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 5 Days Ago
Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
Rockford, IL
FULL_TIME
- About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells FargoAdvisors. Learn more about our career areas and lines of business at wellsfargojobs...
- 28 Days Ago
Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
Branch, GA
FULL_TIME
- 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 wellsfargojob...
- 1 Month Ago
Client Associate / Registered Client Associate
- RBC Capital Markets, LLC
-
Buffalo, NY
FULL_TIME
- Job SummarySupports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirement...
- 4 Days Ago
Senior Registered Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
Greenwich, CT
FULL_TIME
- About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of busines...
- 1 Day Ago
Senior Client Associate
- D13 Wells Fargo Clearing Services, LLC
-
Plaza, VA
FULL_TIME
- About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsf...
- 2 Days Ago
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0 Client Associate jobs found in Buffalo, NY area
Lead Valet Attendant - Buffalo, NY
- JMH Companies
-
Buffalo, NY
- Job Details Job Location Premium Parking Buffalo NY - Buffalo, NY Position Type Full Time Education Level None/Not Speci...
- 4/26/2024 12:00:00 AM
Retail Print and Client Services Supervisor - Key Carrier
- Office Depot
-
Buffalo, NY
- Job Description At Office Depot and Office Max, every leader is responsible for growing total sales and services within ...
- 4/26/2024 12:00:00 AM
Customer Service Associate I
- 43North
-
Buffalo, NY
- To apply for this job **email your details to** nscheib@crst.com **Customer Service Associate I** EMPLOYMENT **Full Time...
- 4/26/2024 12:00:00 AM
Concessions Attendant
- Campus Dining & Shops
-
Buffalo, NY
- Job ClassificationConcessions EmployeeDepartmentThree Pillars Catering and ConcessionsStatusCasual- Part Time May incur ...
- 4/26/2024 12:00:00 AM
Customer Service Operations Lead (M-F Overnight Shift)
- Ryder System
-
Buffalo, NY
- Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
- 4/24/2024 12:00:00 AM
Customer Service Representative
- Speed Global Services
-
Buffalo, NY
- Number of hires for this role 1 **Qualifications** + High school or equivalent (Preferred) **BenefitsPulled from the ful...
- 4/24/2024 12:00:00 AM
Remote Commercial Collections Associates
- Greenberg, Grant & Richards, Inc.
-
Buffalo, NY
- Job Description Job Description Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection fi...
- 4/23/2024 12:00:00 AM
Client Service Coordinator
- HairClub
-
Buffalo, NY
- MAJOR RESPONSIBLITIES: 25% Represent the HairClub brand: greet and engage members with a hospitality spirit, exhibit kno...
- 4/23/2024 12:00:00 AM
About Buffalo, New York
Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region.
The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$51,544 to $67,582
Buffalo, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023