Wells Fargo Client Associate 

United States, Ohio, Akron 

327360878

About this role:

in Wealth and Investment Management as part of

In this role, you will:

• Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks
• Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas
• Perform moderately complex administrative and operational tasks within Brokerage Client Support functional area
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
• Establish and maintain files to meet the firms regulatory requirements
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

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 not eligible for Visa sponsorship.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting location:

• 3800 Embassy Pkwy, Akron, OH 44333

Wells Fargo Recruitment and Hiring Requirements:

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