Senior Wealth Client Associate, Wells Fargo

Wells Fargo

Location:
United States, Irvine

Category:
Finance

Contract Type:
Employment contract

Salary:

34.62 - 52.40 USD / Hour

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Job Description:

Senior Wealth Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Wealth Relationship Manager with account administration, sales activities and relationship management for high-net-worth clients.

Job Responsibility:

Assist Wealth Relationship Manager with account administration, sales activities and relationship management
Assist Wealth Relationship Manager in providing service to their client relationships
Interact frequently with clients to help profile and identify client retention issues as well as potential new business opportunities
Develop strong product knowledge and client relationship management skills to meet the financial needs of Clients
Assist with annual client financial review process and prepare materials for client meetings
May assist with financial / wealth planning such as spreadsheet preparation and analysis
Research and resolve operational issues related to complex accounts for our high-net-worth clients
Research account and transaction records to resolve basic discrepancies

Requirements:

4+ years of Wealth Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education
Wealth management experience or experience working with HNW clients
Ability to be proactive, innovative and creative in meeting client and enterprise needs
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex client issues
Effective organizational, multi-tasking, and prioritizing skills
High attention to detail and accuracy
Intermediate Microsoft Office skills
Sales or sales support experience
Client service experience
SAFE registration at the time of employment
Compliance with Consumer Financial Protection Bureau qualification requirements
Meet financial responsibility, character, general financial fitness and criminal background standards
Successful completion of background check
No Visa sponsorship eligibility

Nice to have:

Wealth management experience or experience working with HNW clients
Ability to be proactive, innovative and creative in meeting client and enterprise needs
Sales or sales support experience

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
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 12, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Client Associate