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Job Title: Senior Client Associate - Private Client Group
Company Name: Wells Fargo
Location: Waltham, MA
Position Type: Full Time
Post Date: 03/29/2022
Expire Date: 08/05/2022
Job Categories: Advertising/Marketing/Public Relations, Finance/Economics, Financial Services, Human Resources, Information Technology, Law Enforcement, and Security, Military, Sales
Job Description
Senior Client Associate - Private Client Group

Job Description:

Assists Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence, handling FA and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s). May also perform various administrative functions for the FA(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. When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review. Utilizing prior years of experience in the Client Associate role, anticipates and proactively seeks resolutions to client and business-related issues. Demonstrates 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. Provides knowledge and systems support to branch personnel and training for entry-level Client Associates.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Support performance of less experienced Brokerage Client Support staff and overall effectiveness of Financial Advisory team
  • Provide feedback and present ideas for improving or implementing financial services processes and tools with Brokerage Client Support related impact
  • Perform complex administrative and operational tasks within the Brokerage Client Support functional area
  • Provide subject matter expertise and interpretation of procedures to less experienced Brokerage Client Support staff
  • Interact with immediate Brokerage Client Support team and functional area on wide range of Brokerage Client Support information, as well as internal and external customers


Required Qualifications, US:

  • 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education


Desired Qualifications:

  • 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
  • Good verbal, written, and interpersonal communication skills
  • Strong leadership skills

Location : 20 Williams Street, Suite 300, Wellesley, MA 02481

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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Contact Information
Company Name: Wells Fargo
Website:https://ad.doubleclick.net/ddm/clk/418092397;252059082;l?https://www.wellsfargojobs.com/job/-/-/1251/31801363552?utm_source=hbcuconnect.com&utm_campaign=enterprise_media&utm_medium=niche_site&utm_content=job_posting&ss=paid
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