Client Associate

Client Associate In Wealth And Investment Management

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will :

• Assist Profit Formula 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 Profit Formula 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 Profit Formula Financial Advisor(s)
• Execute various administrative functions for the Profit Formula 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
• Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

Required Qualifications :

Desired Qualifications :

Job Expectations :

Posting location :

1540 Cornerstone Blvd, Ste 110DAYTONA BEACH, FL 32117

Posting End Date : 29 Oct 2025

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.

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements :

Req Number : R-500579