Senior Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Wilmington

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors, assisting Financial Advisors with service and operational activities, client service, account management, and providing support to branch personnel.

Job Responsibility:

Assist Financial Advisor(s) with service and operational related activities
Provide service to clients via telephone, direct interaction and/or written correspondence
Facilitate FA 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 and research account inquiries and/or issues
Enter security order tickets after being approved by the FA(s)
Track referrals and coordinate marketing campaigns
Establish and maintain files to meet regulatory requirements
Act as liaison for all referral sources
Provide knowledge and systems support to branch personnel
Train entry-level Client Associates

Requirements:

4+ years of Brokerage and Client Services experience, or equivalent demonstrated through work experience, training, military experience, or education
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 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
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:
September 02, 2025

Expiration:
September 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Client Associate