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Senior Registered Client Associate - International

Wells Fargo

Location:
United States , Miami

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Registered Client Associate - International in Wealth and Investment Management as part of Wells Fargo Advisors.

Job Responsibility:

Review formation documents and identification for offshore structures and Non-Resident Alien accounts
Assist with service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate client requests for account related information and/or quotes, schedule and prepare for appointments with clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the Branch Management including, but not limited to, tracking calls, coordinating, and executing various team projects, 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 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

Requirements:

4+ years of Brokerage Client Support 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
Bilingual speaking, reading, and writing proficiency in Spanish/English

Nice to have:

Client service focus with the ability to respond to requests in a timely manner
Strong analytical skills with high attention to detail and accuracy
Strong organizational, multi-tasking, and prioritization skills
Previous Brokerage client support experience
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Knowledge and understanding of brokerage: systems or applications
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Additional Information:

Job Posted:
April 05, 2026

Expiration:
April 12, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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