Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of the Remote Client Associate Support Team (RCAST) for Wells Fargo Advisors Financial Network (FINET). The position will assist FINET independent Financial Advisor(s) colleagues with service and operational related activities.

Job Responsibility:

Assist FINET independent Financial Advisor(s) colleagues with service and operational related activities
Provide 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 tracking referrals, assisting with marketing related activities

Requirements:

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, education
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 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

Nice to have:

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 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:
August 27, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Associate