Client Associate- Private Client Group
Company: WELLS FARGO BANK
Location: Rockford
Posted on: January 26, 2023
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Job Description:
Job Description Why Work for Us? At Wells Fargo, we support
employees' career aspirations and growth. We ranked #3 on the 2022
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the U.S.
We're proud of our employee-welfare-centered business approach and
our commitment to diversity, equity, and inclusion in the
workplace. We also offer competitive salaries and one of the
richest benefits packages in the industry. What You'll Do: 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 Who You Are: You're somewhat
new to the industry, with 2+ years of Brokerage and Client Services
experience (or equivalent demonstrated through one or a combination
of the following: work experience, training, military experience,
or education). You're ready to take your experience to the next
level and join Wells Fargo and our supportive environment. You're
eager to make an impact and continue to learn, grow and prosper in
your career, and take advantage of our robust internal mobility
options. Additional Desired Qualifications: Client service focus
with experience listening, eliciting information efficiently,
comprehending, and resolving complex customer issues Brokerage or
Financial Services industry experience Ability to prioritize work,
meet deadlines, achieve goals, and work under pressure in a dynamic
and complex environment Experience interacting directly with
customers Intermediate Microsoft Office (Word, Excel, Outlook, and
PowerPoint) skills Posting Location: 6801 Spring Creek Rd Ste 1A,
Rockford, IL 61125 @RWF22 We Value Diversity At Wells Fargo, we
believe in diversity, equity and inclusion in the workplace;
accordingly, we welcome applications for employment from all
qualified candidates, regardless of race, color, gender, national
origin, religion, age, sexual orientation, gender identity, gender
expression, genetic information, individuals with disabilities,
pregnancy, marital status, status as a protected veteran or any
other status protected by applicable law. Employees support our
focus on building strong customer relationships balanced with a
strong risk mitigating and compliance-driven culture which firmly
establishes those disciplines as critical to the success of our
customers and company. They are accountable for execution of all
applicable risk programs (Credit, Market, Financial Crimes,
Operational, Regulatory Compliance), which includes effectively
following and adhering to applicable Wells Fargo policies and
procedures, appropriately fulfilling risk and compliance
obligations, timely and effective escalation and remediation of
issues, and making sound risk decisions. There is emphasis on
proactive monitoring, governance, risk identification and
escalation, as well as making sound risk decisions commensurate
with the business unit's risk appetite and all risk and compliance
program requirements. Candidates applying to job openings posted in
US: All qualified applicants will receive consideration for
employment without regard to race, color, religion, age, sex,
sexual orientation, gender identity, national origin, disability,
or status as a protected veteran. Candidates applying to job
openings posted in Canada: Applications for employment are
encouraged from all qualified candidates, including women, persons
with disabilities, aboriginal peoples and visible minorities.
Accommodation for applicants with disabilities is available upon
request in connection with the recruitment process.
Keywords: WELLS FARGO BANK, Rockford , Client Associate- Private Client Group, Other , Rockford, Illinois
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