Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Harrisonburg

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Wells Fargo is seeking Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. This role supports Financial Advisors with client service and operational activities.

Job Responsibility:

Assist 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
Establish and maintain filing and record keeping to support client relationships
Act as liaison for all referral sources

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 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

Nice to have:

Brokerage client support experience or financial services industry experience
Administrative support experience in financial services

Additional Information:

Job Posted:
September 24, 2025

Expiration:
September 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.

Client Associate