Registered Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Clifton

Category:
Finance

Contract Type:
Employment contract

Salary:

30.77 - 45.67 USD / Hour

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Job Description:

Wells Fargo is seeking a Part-Time Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves assisting Financial Advisors with sales, service, and operational activities, servicing client accounts, and performing administrative functions.

Job Responsibility:

Assist Financial Advisor(s) with sales, 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, scheduling, and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
Perform various administrative functions for the Financial Advisor(s) and Branch Management including tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet regulatory requirements
Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

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
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

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:
September 11, 2025

Expiration:
September 24, 2025

Employment Type:

Parttime

Work Type:

On-site work

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Registered Client Associate