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Brokerage Client Assistant - RCAST Registered

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Brokerage Client Assistant – RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors.

Job Responsibility:

  • Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
  • Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
  • 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 records to support sales efforts
  • Receive direction from supervisors and escalate non-routine questions to more experienced roles
  • Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers

Requirements:

  • 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
  • US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

  • Brokerage client support 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

Additional Information:

Job Posted:
March 22, 2026

Expiration:
March 31, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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