Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Walnut Creek

Category:
Finance

Contract Type:
Employment contract

Salary:

27.88 - 39.90 USD / Hour

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Job Description:

Client Associate position in Wealth and Investment Management supporting The Olin Group of Wells Fargo Advisors, providing service and operational support to Financial Advisors and clients

Job Responsibility:

Assist Financial Advisor(s) 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 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, or 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
Experience interacting directly with customers
Intermediate Microsoft Office skills
Client service focus with ability to listen to customer needs and recommend solutions

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
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Associate