Wm Wa Client Associate (safe)
Assists Wealth Advisors (WAs) with account administration, sales activities and relationship management, balancing multiple priorities. Assists WAs in providing service to their client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across business and/or product lines. Develops strong product knowledge and client relationship management skills to meet the financial needs of Clients. Assists in cross-selling products and services to existing clients. Prepares preliminary client correspondence and customized professional client presentation materials to support sales/marketing efforts. May assist with financial/wealth planning such as spreadsheet preparation and analysis, completion and entry of client discovery documentation in appropriate planning systems. Researches and resolves operational issues related to complex accounts for our highest-net-worth clients. Works with Centers, Stores and other resources to execute daily transactions for WAs in sales and services support across multiple lines of business. May provide work direction and training to more junior level Associates. Job will be located in a Wealth Management Hub or Office location. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
2+ years administrative or sales support experience in financial services industry.
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
2 years experience working with high net worth clients.
Local market knowledge preferred.
Wells Fargo - 22 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...