Pcg Senior Client Associate
Wells Fargo - Elmira, NY

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Job Title:
Pcg Senior Client Associate

Requisition Number:
3708141

Schedule Type:
Regular

Work Hours:
40.00

Telecommute Option:
Not Indicated

NY-Elmira

Location:
Job Description

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.

Basic Qualifications

5+ years financial services experience.

Minimum Qualifications

Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills.

Preferred 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 - 19 months ago - save job - block
About this company
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Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...