Client Associate

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. 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 :

Desired qualifications :

Job expectations :

Posting location :

3020 old ranch pky ste 190seal beach, ca 90740united states of america

Pay range : $27.88 - $39.90

Benefits :

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.

Applicants with disabilities to request a medical accommodation during the application or interview process, visit disability inclusion at wells fargo.