Registered Client Associate, Wells Fargo

Registered Client Associate

Wells Fargo

Location:
United States, Honolulu

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Responsibilities include assisting Financial Advisor(s) with service-related tasks, client management, account establishment, and administrative functions to support client relationships.

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
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
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:
August 19, 2025

Expiration:
August 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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