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Client associate • usa

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Client Associate

Client Associate

Wells FargoMontgomery, AL, United States
[job_card.full_time]
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

ServisFirst BankBirmingham, AL, US
[job_card.full_time]
At ServisFirst, Our Name is Our Mission.Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related repo...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Rockefeller FinancialDallas, TX, United States
[job_card.full_time]
About Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

GallagherDublin, OH, United States
[job_card.full_time]
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supporte...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

UBSDayton, OH, United States
[job_card.full_time]
Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Service Associate to : . You'll be working in the Ohio / Indiana / Kentucky market in Dayton, Ohio.We hel...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

Wells Fargo & CompanyBethesda, MD, US
[job_card.full_time]
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.Facilitat...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

Royal Bank of CanadaStillwater, MN, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

Raymond James FinancialAlexandria, VA, US
[job_card.full_time]
At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns wit...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Washington StaffingBellingham, WA, US
[job_card.full_time]
Client Associate In Wealth And Investment Management / h2pWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will : / pulliAss...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBCGreen Bay, WI, US
[job_card.full_time]
Client Associate / Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTBethesda, MD, US
[job_card.full_time]
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...[show_more][last_updated.last_updated_30]
Client Associate

Client Associate

Tennessee StaffingBrentwood, TN, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Silvercrest Asset Management GroupRichmond, VA, United States
[job_card.full_time]
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and sele...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

D.A. DavidsonBellevue, WA, US
[job_card.full_time]
Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

Arthur J. Gallagher & CompanyGlendale, CA, US
[job_card.full_time]
The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processe...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Associate

Client Associate

First Citizens Bancshares, Inc.Hickory, NC, US
[job_card.full_time]
This position provides administrative support to FCIS sales associates.Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling ...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCSt Petersburg, FL, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Arthur J Gallagher & CoWalnut Creek, CA, US
[job_card.full_time]
Gallagher Benefit Services Job Opportunity.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build be...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

New Mexico StaffingAlbuquerque, NM, US
[job_card.full_time]
Client Associate In Wealth And Investment Management / h2pWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will : / pulliAss...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Wells FargoMontgomery, AL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About this role :

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

In this role you will :

  • 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

Required Qualifications :

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

    • Desired Qualifications :

  • 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 the 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

    • Job Expectations :

  • Specific compliance policies may apply regarding outside activities and / or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • This position is not eligible for Visa sponsorship.

    • Posting location : 2660 Eastchase Ln. Montgomery, AL 36117

    Posting End Date : 31 Jan 2026

  • Job posting may come down early due to volume of applicants.

    • We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    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 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.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.