Client Associate

Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.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 correspondenceFacilitate Financial Advisor and client requests for account related information and/or quotesSchedule and prepare for appointments with new or prospective clientsEstablish 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 requirementsEstablish and maintain filing and record keeping necessary to support efforts to service and grow client relationshipsActs as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicableRequired Qualifications:1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Brokerage client support experience or financial services industry experienceAdministrative support experience in financial servicesExperience interacting directly with customersIntermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skillsClient service focus with the ability to listen to customer needs and recommend solutionsAbility to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environmentJob 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 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.This position is not eligible for Visa sponsorship.Posting Location:1999 Av of the Stars, 22nd FlLos Angeles, CA 90067Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $27.88 - $39.90BenefitsWells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement