Recent Searches

You haven't searched anything yet.

1 Client Associate Job in Highland, MD

SET JOB ALERT
Details...
Well Fargo
Highland, MD | Full Time
$58k-77k (estimate)
0 Months Ago
Client Associate
Well Fargo Highland, MD
$58k-77k (estimate)
Full Time | Banking 0 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

Well Fargo is Hiring a Client Associate Near Highland, MD

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 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.
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, or education.
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
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.

This position is not eligible for Visa sponsorship.

Posting location:

2661 Riva Rd, Stes 1011 & 1012
ANNAPOLIS, MD 21401
United States of America

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$58k-77k (estimate)

POST DATE

03/21/2023

EXPIRATION DATE

04/16/2023

WEBSITE

wellsfargo.com

HEADQUARTERS

LITCHFIELD, MN

SIZE

>50,000

FOUNDED

1852

TYPE

Public

CEO

SUSAN LEISHER

REVENUE

>$50B

INDUSTRY

Banking

Related Companies
About Wells Fargo

Wells Fargo is a provider of personal and commercial financial services including banking, mortgage, investment, credit card and insurance.

Show more

Wells Fargo
Full Time
$82k-117k (estimate)
Just Posted
Wells Fargo
Full Time
$161k-200k (estimate)
Just Posted
Wells Fargo
Full Time
$70k-100k (estimate)
Just Posted

The job skills required for Client Associate include Client Service, Microsoft Office, Listening, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Client Service
Jacob William Advisory
Full Time
$55k-72k (estimate)
3 Months Ago
For the skill of  Microsoft Office
Ascension Lutheran Church
Part Time
$72k-93k (estimate)
1 Week Ago
For the skill of  Listening
Melting Pot
Full Time
$21k-27k (estimate)
5 Days Ago
Show more

The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.

Aurora Ripple Enterprises
Full Time
$56k-73k (estimate)
1 Week Ago
Prominent Executives Inc
Full Time
$41k-53k (estimate)
3 Weeks Ago
UHY LLP
Other
$55k-73k (estimate)
7 Months Ago

If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Associate job description and responsibilities

Assist clients for producing account opening documents and open client account.

02/23/2022: Kingsport, TN

Provide support to client with product and account needs.

02/17/2022: Killeen, TX

Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.

01/20/2022: Knoxville, TN

Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.

03/05/2022: Akron, OH

Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.

02/08/2022: Santa Maria, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Associate jobs

Happy clients are less likely to take their money elsewhere.

03/19/2022: Orange, CA

Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.

01/19/2022: Everett, WA

A good client associate enhances the client's experience by servicing and providing operational and administrative support.

04/02/2022: Evansville, IN

Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.

03/28/2022: Pine Bluff, AR

Developed new client on-boarding process to ensure a consistent and optimal client experience.

01/23/2022: Kansas City, KS

Step 3: View the best colleges and universities for Client Associate.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
Show more