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United States
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Pasadena
4 jobs found
27.05.2025
WF
Wells Fargo Branch Support Manager United States, California, Pasadena
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
Administer Special Needs Trusts individually and as part of a team for the benefit of beneficiaries with varying degrees of disability and/or incapacity. Work with trust partners, attorneys, caseworkers, and...
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function. Review basic or tactical...
Assist Financial Advisor(s) with sales, 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...
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
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