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Part-Time Client Associate

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Wells Fargo

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Location:
United States , Fort Lauderdale

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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 Part-Time 20 hour a week Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.

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
  • Bi-Lingual Spanish is a plus

Additional Information:

Job Posted:
March 04, 2026

Expiration:
March 08, 2026

Employment Type:
Parttime
Work Type:
On-site work
Job Link Share:

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