Advance your career in high tech with Expoint. Discover job opportunities as a Registered Client Associate and join top companies in the industry such as Wells Fargo. Sign up today and take control of your future.
Company (1)
Job type
Job categories
Job title (1)
United States
State
City
350 jobs found
17.07.2025
WF
Wells Fargo Registered Client Associate United States, New Jersey
Assist Profit Formula (PF) 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 PF Financial Advisor...
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients. Create detailed financial models, including LBO models and other financial and valuation analysis. Participate in...
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Supervise a team of individuals who are responsible for executing activities associated with conducting due diligence reviews of bank customers transactions. Oversee a moderate degree of complexity and risk to...
Assist Profit Formula (PF) 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 PF Financial Advisor...
The registered client associate role in the tech industry with Wells Fargo is a critical part of the company's mission to provide outstanding customer service and support to its clients. This role offers the opportunity to work in the technology field, combining technical and client service expertise to help people make effective use of Wells Fargo technology solutions.
As a registered client associate, you would provide support to Well's Fargo tech clients by helping them use their technology solutions effectively. You would be responsible for addressing client inquiries, troubleshooting technical issues, assisting with product and service selections, and executing transactions. You would also provide technical training and educational materials to ensure clients are informed about available products and services. By helping clients understand and effectively use Wells Fargo technology solutions, registered client associates foster invaluable customer loyalty.
Wells Fargo’s registered client associates must possess a unique set of skills, including developing strong relationships, problem-solving and troubleshooting, and customer service. Individuals must have excellent communication skills, feel comfortable learning and using new technologies, and be able to learn company products quickly and accurately. Proficiency in MS Office Suites and the ability to effectively use a computer system is also important in this advanced role.
By joining Wells Fargo’s tech team as a registered client associate, you will have the opportunity to provide helpful technical services and solutions to a variety of clients. You will be a part of a highly competitive and innovative atmosphere to help individuals and businesses succeed. Apply today to experience the Wells Fargo difference.