Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Sacramento

Category:
Finance

Contract Type:
Employment contract

Salary:

22.36 - 33.51 USD / Hour

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Job Description:

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, responsibilities include assisting Financial Advisor(s) with service and operational activities, facilitating client requests, scheduling appointments, and maintaining regulatory-compliant records. This position also involves executing administrative functions, tracking referrals, assisting with marketing activities, and acting as a liaison for referral sources. Applicants must have 2+ years of Brokerage and Client Services experience and specific compliance policies may apply.

Job Responsibility:

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing 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, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

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

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 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

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:
June 13, 2025

Expiration:
June 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Associate