Senior Client Associate

Wells Fargo

PITTSBURGH, PA, US
Client service via telephone and direct interaction
Account establishment and servicing
Administrative functions for advisors
Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities

Job Summary

  • Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities.
  • Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management.
  • Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable.

Matching Summary

Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities.

Skills & Requirements

Must-have

  • Client service via telephone and direct interaction
  • Account establishment and servicing
  • Administrative functions for advisors
  • Liaison for referral sources
  • Subject matter expert for peers

Nice-to-have

  • Proactive issue resolution
  • Seasoned judgment with complex clients
  • Knowledge and systems support
  • Training for entry-level associates

Key Requirements

  • 2+ years Brokerage and Client Services support experience
  • FINRA background screening required
  • Must meet ongoing regulatory obligations

Work Rights

Not specified

Tailored Resume

Cover Letter