Pcg Client Associate
Wells Fargo - Tulsa, OK

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Job Title:

Pcg Client Associate

Requisition Number:

3719338

Schedule Type:

Regular

Work Hours:

40.00

Telecommute Option:

Not Indicated

OK-Tulsa

Location:

Job Description

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.

Basic Qualifications

6+ months experience with meeting deadlines and attention to detail.

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 - 21 months ago - save job - copy to clipboard
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...