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Lead Brokerage Client Assistant - RCAST & Registered

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Saint Louis

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Lead Brokerage Client Assistant – RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors.

Job Responsibility:

  • Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
  • Support performance of less experienced Remote Client Associate Support Team (RCAST) staff and assist in research of performance data for investment options
  • Proactively provide feedback and present ideas for improving or implementing administrative and operational processes and tools within RCAST Brokerage and Client Support functional area
  • Perform complex administrative tasks, including opening accounts and processing paperwork
  • Work with internal departments and clients to solve service and operational issues
  • Process processing client service requests
  • Provide assistance to financial advisors by furnishing account information and quotes, establishing new accounts, and processing deliveries and payments
  • Provide subject matter expertise and interpretation of procedures to less experienced staff
  • Interact with immediate RCAST Brokerage Client Support team, functional area, and internal peers outside work group on wide range of information, as well as internal and external customers

Requirements:

  • 6+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

  • Brokerage client support 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

Additional Information:

Job Posted:
March 02, 2026

Expiration:
March 05, 2026

Employment Type:
Fulltime
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