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 vacancyoptions.com
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