Pcg Senior Client Associate
Provides assistance to the Financial Advisor by providing account information and quotes, sets up new accounts, enters orders after tickets are signed by the Financial Advisor and processes deliveries and/or payments. Performs various administrative functions for their Financial Advisors and/or Branch/Operations Managers, including but not limited to, typing letters, forms and reports from rough draft, and mailing correspondence for Financial Advisors. Assists with marketing campaigns and may originate their own correspondence on accounts with the Financial Advisor s approval. Handles telephone calls, requests for research reports, researches account problems and other account inquiries as directed. Establishes and maintains files to meet regulatory requirements, creating and producing reports and databases while establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
5+ years financial services experience.
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 - 18 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...