Pcg Client Associate
Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firm s regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
6+ months experience with meeting deadlines and attention to detail.
Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills.
Experience supporting brokerage related functions
Ability to prioritize tasks to meet business needs
Microsoft Office Suite experience focused on creating, editing and analyzing data
Wells Fargo - 2 years ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...