Job Description

About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business 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 applicable