Registered Client Associate Job at Wells Fargo (Danbury)

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

New

Senior Registered Client Associate

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Invest...

Location

United States , McLean

Salary:

Not provided

Wells Fargo

Expiration Date

February 15, 2026

Requirements

4+ 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

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, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Viewed by peers as a subject matter expert and sought by others for advice or guidance
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Fulltime

Aesthetic Registered Nurse

As part of the clinic team the Aesthetic Registered Nurse is a medical skincare ...

Location

United States , Ardmore

Salary:

28.00 - 45.00 USD / Hour

Skin Laundry

Expiration Date

Until further notice

Requirements

Associate
Registered Nurse (RN)
Current State Nursing License
BLS
2 years of experience in Skin Care/Aesthetics or customer service preferred
3 years of work experience in a clinical environment as an RN
Basic Life Support Certification through the American Heart Association
Clinically competent, professional, compassionate, functions well with the team
Exceptional communication skills
Outgoing personality yet calming presence

Job Responsibility

Creating Curated Client Experiences
Present & promote customized no-downtime laser facials
Discuss the importance of the skin care protocols
Celebrate the success of the results
Supporting Store Operations Success
Support clinic success by improving efficiency
Assists with training (precepting), coaching, and developing staff
Establishes adequate staff to ensure timely patient visits
Establishes and maintains effective client retention processes
Enhancing Skin Laundry Culture

What we offer

Skin Laundry Employee Treatment & Product Discount Program
Vacation leave, sick leave, and holiday pay
Health insurance - Medical, Dental, and Vision insurance options
401k
Flexible Spending Accounts (FSA) - Health Care and Dependent Care
Voluntary Term Life insurance
Employee Assistance Program (EAP)
Voluntary Accidental Death & Dismemberment (AD&D)
Voluntary Commuter Benefits
Voluntary Legal Benefits

Fulltime

Aesthetic Registered Nurse

As part of the clinic team the Aesthetic Registered Nurse is a medical skincare ...

Location

United States , Hingham

Salary:

30.00 USD / Hour

Skin Laundry

Expiration Date

Until further notice

Requirements

Associate degree
Registered Nurse (RN) license
Current State Nursing License
BLS certification
2 years of experience in Skin Care/Aesthetics or customer service preferred
3 years of work experience in a clinical environment as an RN
Basic Life Support Certification through the American Heart Association
Clinically competent, professional, compassionate, functions well with the team
Exceptional communication skills
Outgoing personality yet calming presence

Job Responsibility

Creating Curated Client Experiences
Present & promote customized no-downtime laser facials
Discuss the importance of the skin care protocols
Celebrate the success of the results
Supporting Store Operations Success
Support clinic success by improving efficiency and accuracy
Assists with training (precepting), coaching, and developing staff
Establishes adequate staff to ensure timely patient visits
Establishes and maintains effective client retention processes
Enhancing Skin Laundry Culture

What we offer

Skin Laundry Employee Treatment & Product Discount Program
Vacation leave, sick leave, and holiday pay
Health insurance - Medical, Dental, and Vision insurance options
401k
Flexible Spending Accounts (FSA) - Health Care and Dependent Care
Voluntary Term Life insurance for employee, spouse, and child(ren)
Employee Assistance Program (EAP)
Voluntary Accidental Death & Dismemberment (AD&D)
Voluntary Commuter Benefits
Voluntary Legal Benefits

Fulltime

Aesthetic Registered Nurse

As part of the clinic team the Aesthetic Registered Nurse is a medical skincare ...

Location

United States , San Diego, La Jolla

Salary:

28.00 - 55.00 USD / Hour

Skin Laundry

Expiration Date

Until further notice

Requirements

Associate degree
Registered Nurse (RN) license
Current State Nursing License
BLS certification
2 years of experience in Skin Care/Aesthetics or customer service preferred
Clinically competent, professional, compassionate, functions well with the team
Exceptional communication skills
Outgoing personality yet calming presence
Attentive, able to listen and read customers
Attention to detail

Job Responsibility

Creating Curated Client Experiences
Present & promote customized no-downtime laser facials
Discuss the importance of the skin care protocols
Celebrate the success of the results our clients seeing
Supporting Store Operations Success
Support clinic success by improving efficiency and accuracy
Assists with training (precepting), coaching, and developing staff
Establishes adequate staff to ensure timely patient visits
Establishes and maintains effective client retention processes
Enhancing Skin Laundry Culture

What we offer

Skin Laundry Employee Treatment & Product Discount Program
Extensive Holiday Policy
Mental health support initiatives

Parttime

New