Brokerage Support Associate Manager Job at Wells Fargo (Bellevue)

Branch Support Manager

Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Managem...

Location

United States , San Francisco; Palo Alto; San Jose; Walnut Creek

Salary:

92000.00 - 145000.00 USD / Year

Wells Fargo

Expiration Date

March 01, 2026

Requirements

4+ years of Financial Services Industry 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 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
Ensure Client Associates are trained in key CRG ease of doing business initiatives
Visit branches across the Market to oversee operational/support practices and coach on operational risk

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Manager, Client Experience

The Manager, Client Experience is responsible for overseeing the delivery of hig...

Location

Canada , Toronto

Salary:

Not provided

Cavell Risk, Inc.

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Business Management, Accounting or a related field
Possession of RIBO licence
Minimum Three (3) years’ of broking experience
Completed or actively pursuing the CIP designation
Sales-oriented mindset
Ability to work collaboratively in a team environment
Strong interpersonal skills to influence others without authority
Demonstrated ethical decision-making abilities
Effective at building and maintaining relationships
Proficient conflict resolution and management abilities

Job Responsibility

Serve as the primary point of contact for clients and markets offering assistance, as needed
Manages and cultivates strong relationships between markets and clients, ensures submissions are complete, accurate, and presented professionally
Highly responsive to client needs, including answering calls and returning messages before the end of each business day, and responding to emails within the next business day
Ensures all data requests from clients and markets are met on time
Prepares quotes and proposals, works with policies with higher limits, number of exposures and customization with minimal supervision
Executes the market strategy, negotiates insurance terms, solicits options, and suggests alternative structures
Supports and assists in the advancement of the Associate, Client Experience
Organizes and maintains a calendar of renewals, expiries
Oversees billings and payment collections to ensure they are received by the deadlines
Completes additional sales, negotiation, or prospecting skills training to improve on the job performance

Fulltime

Client Account Executive Leader

A senior client advocate delivering day-to-day operational management of the tea...

Location

United Kingdom , London

Salary:

70000.00 - 90000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Real estate, commercial property experience
Team management
Oversee and supervise day-to-day operational activities
Support and mentor associates
Conduct performance and development reviews
Maintain regular communication with SVPs and Partners
Organize and monitor client allocation, workflow, and credit control reports
Provide coaching support
Assume responsibility for sourcing or organizing training opportunities
Validate and approve slips, cheque requisition forms, and engineering documentation

Job Responsibility

Team management
Oversee and supervise day-to-day operational activities
Support and mentor associates
Conduct performance and development reviews
Maintain regular communication with SVPs and Partners
Organize and monitor client allocation, workflow, and credit control reports
Provide coaching support
Assume responsibility for sourcing or organizing training opportunities
Validate and approve slips, cheque requisition forms, and engineering documentation
Manage premium collection

What we offer

Car Allowance

Fulltime

Assistant Client Account Executive Leader

Our client is looking for an Assistant Client Account Executive leader to join t...

Location

United Kingdom , London

Salary:

50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Extensive expertise in Real Estate insurance, preferably acquired within a brokerage setting
Outstanding technical proficiency in associated risks, coupled with excellent market knowledge
Exceptional communication skills, along with the ability to establish positive and effective relationships with both clients and colleagues
Previous experience in training, coaching, mentoring, or managing others to foster professional development

Job Responsibility

Support the execution of day-to-day operational activities within the team, overseeing compliance and reporting outputs
Cultivate enduring relationships by continually expanding a network of client contacts
Act as a dedicated advocate for clients, ensuring the delivery of exceptional service through regular and close interaction
Identify opportunities to enhance services and add greater value to clients, maintaining a robust approach by developing a service plan and annual timetable of visits aligned with their needs
Implement expanded service opportunities, address risk management, and achieve insurance objectives for clients across your team
Serve as a point of referral for associates, presenting solutions for discussion as required
Commit to providing support through the buddy programme as required and recognizing subsequent training needs
Take ownership of the timely and accurate production of renewal reports, coaching the team to produce the same
Actively contribute, either through attendance or by providing meaningful feedback, during insurer review meetings and participate in the development of relationships

Fulltime

Client Account Executive Leader

A senior client advocate delivering day-to-day operational management of the tea...

Location

United Kingdom , North London

Salary:

70000.00 - 90000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Real estate
commercial property experience
team management
mentoring
performance reviews
client meetings
insurer reviews

Job Responsibility

Team management
Oversee operational activities
Support SVPs
Mentor associates
Conduct performance reviews
Organize client allocation
Manage premium collection
Attend client meetings
Ensure effective communication

What we offer

Car Allowance

Fulltime

New

Supervisory Control Associate

Wells Fargo Advisors (WFA) is seeking a Supervisory Control Associate responsibl...

Location

United States , Charlotte; Saint Louis; Minneapolis

Salary:

68000.00 - 114000.00 USD / Year

Wells Fargo

Expiration Date

February 22, 2026

Requirements

6+ months of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage 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, 9/10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Provide support to WFA Supervisory Control Specialists as needed
Provide remote sales supervision and support for the WellsTrade, PCG, WBS, Institutional Retirement and Trust (IRT) channels and support branch offices with on-going monitoring to ensure compliance with internal policies, applicable laws, and regulations
Work closely with the regional and branch staff on compliance and supervision policies, practices, and resolution of issues
Conduct certain client account approvals
Participate or conduct compliance, supervision, control reviews, administration, and technology
Design risk processes and provide project management support
Identify issues and provide resolution within Wealth Brokerage Service or Private Client Groups
Assist with oversight of branch risk management
Perform basic or tactical ongoing regulatory, compliance and operational reviews as well as other duties related to best practices and opportunities for additional synergies to maximize efficiencies
Receive direction from management and exercise independent judgment while developing an understanding of sales and other activities using various technological tools and reports to ensure that the activity is in compliance with all regulatory and firm policies

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Client Service Associate

A leading, long‑established wealth management firm in Palo Alto is seeking a Cli...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–4+ years in wealth management, an RIA, brokerage firm, or family office
Experience with Fidelity, Schwab, Orion, and/or Salesforce strongly preferred
Bachelor’s degree or equivalent professional experience
Strong communication skills with exceptional attention to detail
Proactive, organized, and comfortable managing multiple priorities
Team‑oriented mindset with the ability to work independently
Thrives in a high‑volume environment and enjoys contributing across different areas

Job Responsibility

Strengthen client relationships by anticipating needs and delivering timely, proactive support
Lead and manage the end‑to‑end new client onboarding process
Coordinate with attorneys, accountants, and external client partners
Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows
Prepare portfolio reports, research materials, and meeting deliverables

What we offer

Competitive base salary + annual discretionary bonus
Generous 401(k) match
Health, dental, and vision coverage
Parking, commuter benefits, and phone stipend
Casual dress when not meeting with clients
Financial support for CFP® or CFA certification
Free lunch Fridays + fully stocked kitchen

Fulltime

New

Client Service Associate

A leading, long‑established wealth management firm in Palo Alto is seeking a Cli...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–4+ years in wealth management, an RIA, brokerage firm, or family office
Experience with Fidelity, Schwab, Orion, and/or Salesforce strongly preferred
Bachelor’s degree or equivalent professional experience
Strong communicator with excellent attention to detail
Proactive, organized, and comfortable managing multiple priorities
Team‑oriented mindset with the ability to work independently
Thrives in a high‑volume environment and enjoys contributing at all levels

Job Responsibility

Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support
Lead and execute the new client onboarding process
Coordinate with attorneys, accountants, and other client intermediaries
Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs
Provide portfolio reporting, research support, and materials for meetings and touchpoints

What we offer

Competitive base salary + annual discretionary bonus
Generous 401(k) match
Health, dental, and vision coverage
Parking, commuter benefits, and monthly phone stipend
Casual dress when not client‑facing
Financial support for CFP® or CFA certification
Free lunch Fridays + fully stocked kitchen

Fulltime

Brokerage Support Associate Manager

Wells Fargo

Location:
United States , Bellevue

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 17, 2026

Expiration:
February 19, 2026

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