Wells Fargo Jobs in Roanke – Registered Client Associate

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Job Responsibilities:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

Job Requirements:

• Knowledge and understanding of administrative support: filing, faxing, copying, and data entry
• Ability to work effectively in a team environment
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Good verbal, written, and interpersonal communication skills
• Strong organizational, multi tasking, and prioritizing skills
• Brokerage client support experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
• Client service focus with the ability to respond to requests in a timely manner
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Details:

Company: Wells Fargo

Vacancy Type:  Full Time

Job Location: Roanoke, VA, US

Application Deadline: N/A

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