Registered Client Associate

Registered Client Associate In Wealth And Investment Management

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will assist Financial Advisor(s) with sales, 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, scheduling and preparing for appointments with new or prospective clients. Establish and service client accounts, prepare forms, research account inquiries and / or issues. May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review.

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, education
• US only : Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications :

Job Expectations :

Posting Location : 1600 Highway 35, Oakhurst, NJ 07755

Pay Range : $30.77 - $45.67

Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.

We Value Equal Opportunity : Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities : To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy : Wells Fargo maintains a drug free workplace.

Wells Fargo Recruitment and Hiring Requirements :

Req Number : R-503582