Client Associate

divh2Client 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 : / pulliAssist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and / or written correspondence / liliFacilitate Financial Advisor and client requests for account related information and / or quotes / liliSchedule and prepare for appointments with new or prospective clients / liliEstablish 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) / liliExecute 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 firms regulatory requirements / liliEstablish and maintain filing and record keeping necessary to support efforts to service and grow client relationships / liliActs as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable / li / ulpRequired Qualifications : / pulli2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education / li / ulpDesired Qualifications : / pulliBrokerage client support experience or financial services industry experience / liliAdministrative support experience in financial services / liliExperience interacting directly with customers / liliIntermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills / liliStrong attention to detail / liliClient service focus with the ability to listen to customer needs and recommend solutions / liliAbility to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment / li / ulpJob Expectations : / pulliSpecific 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. / liliThis 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. / liliThis position is not eligible for Visa sponsorship. / li / ulpPosting location : / ppBellwether Way Ste 200 Bellingham, Washington 98225 / ppPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $25.48 - $36.54 / ppBenefits : / pulliHealth benefits / lili401(k) Plan / liliPaid time off / liliDisability benefits / liliLife insurance, critical illness insurance, and accident insurance / liliParental leave / liliCritical caregiving leave / liliDiscounts and savings / liliCommuter benefits / liliTuition reimbursement / liliScholarships for dependent children / liliAdoption reimbursement / li / ulpWe Value Equal Opportunity / ppWells 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. / p / div