Client Associate - Private Client Group
Company: Wells Fargo
Location: Anniston
Posted on: January 26, 2023
Job Description:
Why Work for Us? At Wells Fargo, we support employees' career
aspirations and growth. We ranked #3 on the 2022 LinkedIn Top
Companies list - and #1 among financial services companies - as the
best workplace "to grow your career" in the U.S. We're proud of our
employee-welfare-centered business approach and our commitment to
diversity, equity, and inclusion in the workplace. We also offer
competitive salaries and one of the richest benefits packages in
the industry. What You'll Do:
- Assist Financial Advisor(s) colleagues with 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, and enter security order tickets
after being approved by the Financial Advisor(s)
- Execute various administrative functions for the Financial
Advisor(s) and Branch Management including, but not limited to,
tracking referrals, assisting with marketing related activities,
establishing, and maintaining files to meet the firm's regulatory
requirements
- Establish and maintain filing and record keeping necessary to
support efforts to service and grow client relationships
- Acts as the liaison for all referral sources by reviewing
paperwork for completeness and forwarding to management for review
when applicable Who You Are: You're somewhat new to the industry,
with 2+ 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). You're ready to take your experience to the next level
and join Wells Fargo and our supportive environment. You're eager
to make an impact and continue to learn, grow and prosper in your
career, and take advantage of our robust internal mobility options.
Additional Desired Qualifications:
- Client service focus with experience listening, eliciting
information efficiently, comprehending, and resolving complex
customer issues
- Brokerage or Financial Services industry experience
- Ability to prioritize work, meet deadlines, achieve goals, and
work under pressure in a dynamic and complex environment
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and
PowerPoint) skills Posting Location: 101 EAST 11TH STREET ANNISTON,
AL 36201 US @RWF22 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, age, 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.
Keywords: Wells Fargo, Birmingham , Client Associate - Private Client Group, Other , Anniston, Alabama
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