Client Performance Analyst 3, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

120000.00 - 196000.00 USD / Year

Save Job

Apply Position

Job Description:

Wells Fargo is seeking a Client Performance Analyst 3 in Wealth and Investment Management as part of Wells Fargo Advisors. Support Financial Advisors through extensive interaction with prospects, clients, product teams and internal team members, providing analytics on existing and prospective clients.

Job Responsibility:

Support a Financial Advisor(s) and through extensive interaction with prospects, clients, product teams and internal team members, provide analytics to FAs on existing and prospective clients
Perform intensive market research to track new leads and follow-up
Collect data and analyze investment performance results for use in developing reports for clients or internal management
Participate in product category meetings
Create pitch book presentations and materials for existing and prospective client meetings
Verify accuracy of all portfolio and benchmark performance results and monitors performance trends
Respond to client requests and conducts special projects/analyses
Typically provide direction and training to more junior staff

Requirements:

5+ years of Performance Analysis experience, or equivalent demonstrated through work experience, training, military experience, education
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Strong analytical skills with high attention to detail and accuracy
Client services experience
Knowledge and understanding of brokerage: systems or applications
Brokerage client support experience
Financial analysis experience
Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition
Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
Excellent verbal, written, and interpersonal communication skills
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
Ability to work effectively in a team environment and across all organizational levels
where flexibility, collaboration, and adaptability are important
Ability to work in a fast-paced deadline driven environment
Comprehensive knowledge and understanding of broker-dealer channel

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:
August 28, 2025

Expiration:
August 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Client Performance Analyst 3