Wells Fargo Hiring – Registered Client Associate

Job Description:

Wells Fargo is seeking a Registered Client Associate – Private Client Group in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .

Job Responsibilities:

• 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
• 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

Job Requirements:

• Brokerage industry experience
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Knowledge and understanding of brokerage: systems or applications
• Ability to work effectively in a team environment
• Knowledge and understanding of administrative support: filing, faxing, copying, and data entry
• 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
• Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
• 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
• Brokerage client support experience

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

Apply Here

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