Brokerage Client Assistant - Rcast

Wells Fargo

Charlotte, North Carolina, United States
Remote
Brokerage and client services support
Administrative tasks
Regulatory compliance
Support Financial Advisory team and their clients by providing account information or quotes

Job Summary

  • Support Financial Advisory team and their clients by providing account information or quotes.
  • Identify ways to improve Remote Client Associate Support Team (RCAST) processes and offer ideas for improvement.
  • Establish and maintain files to meet regulatory requirements and create reports as needed.

Matching Summary

Support Financial Advisory team and their clients by providing account information or quotes.

Skills & Requirements

Must-have

  • Brokerage and Client Services support
  • Administrative tasks
  • Regulatory compliance

Nice-to-have

  • Customer service focus
  • Microsoft Office skills
  • Dynamic work environment

Key Requirements

  • 1+ year of Brokerage and Client Services support experience
  • Intermediate Microsoft Office skills
  • Compliance with FINRA background screening

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter