Pb Client Associate (safe) 2
Supports senior level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities. Assists in providing service to their Private Banking client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product accountability. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simple accounts. Cross-sells 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 less complex spreadsheet preparation and analysis. Researches and resolves operational issues related to complex accounts. Works with Centers/Offices/Stores to execute daily transactions for bankers in sales and credit support. May provide work direction and training to more junior level Associates. Job may be located in a WM Office or WM Center or in a Retail/Branch 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.
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.
Ability to travel to client meetings, training or to assist team in another Wealth Office location or designated meeting place.
Strong communication and organization skills required.
Client interaction experience required.
2 years client service experience in the financial services industry
Local Wealth market knowledge
Experience working with high net worth clients
Experience with SVP and Client Link systems.
Proficient in Excel, Word and PowerPoint.
Wells Fargo - 18 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...