Marketing Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Omaha

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Marketing Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors to assist Financial Advisors with service and operational activities, client service, account management, and administrative functions.

Job Responsibility:

Assist Financial Advisor(s) colleagues 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
Enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management
Track referrals, assist with marketing related activities
Establish and maintain files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping to support efforts to service and grow client relationships
Act as the liaison for all referral sources by reviewing paperwork for completeness

Requirements:

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, education
Brokerage client support experience or financial services industry experience
Administrative support experience in financial services
Marketing experience
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
Marketing experience
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 22, 2025

Expiration:
August 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Marketing Client Associate