layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Associate
Wells Fargo
LUTHERVILLE TIMONIUM, MD; 142078-MD-CRG Lutherville MD
Source: Wells Fargo careers · View original posting
- Employment
- full time
Employer job description
From Wells Fargo's posting. “We” and “our” refer to the employer.
About this role:
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Profit Formula Financial Advisor(s)
Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements