Client Associate, Wells Fargo

Client Associate

Wells Fargo

Location:
United States, Akron

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 Wells Fargo Advisors to support Financial Advisory team and their clients by providing account information, entering security tickets, and performing administrative tasks.

Job Responsibility:

Support Financial Advisory team and their clients by providing account information or quotes
Enter Financial Advisory approved security tickets
Perform various administrative tasks
Identify ways to improve Brokerage Client Support processes
Handle telephone calls or respond to inquiries and requests for researching reports and account related issues
Establish and maintain files to meet regulatory requirements
Create, produce, and maintain reports, databases, and record keeping for growing client relationships

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 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 20, 2025

Expiration:
August 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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