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PCG PF Client Associate

Job ID: 5019543

SalaryApproximate Hours Per Week
DOE
EmployerDate Posted
Wells Fargo Advisors - Indiana
New Albany, Indiana United States
Feb 02, 2018
Position TypeApplications Accepted Until
Full-time,Part-timeMay 02, 2018
Description

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.


Duties and Responsibilities
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, preparing 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 firms 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.


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.


Relevant military experience is considered for veterans and transitioning service men and women.


Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


Qualifications
Required qualifications: 6+ months of experience meeting deadlines in a business or office environment

Desired qualifications:
- Strong client service skills
- Strong attention to detail and accuracy skills
- Effective organizational, multi tasking, and prioritizing skills
- Good verbal, written, and interpersonal communication skills
- Brokerage industry experience
- Financial services experience
- Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Experience interacting directly with customers
- Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information

How to Apply
Apply online at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5384806&PostingSeq=1


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