Client Associate

About this role:

At Wells Fargo, a Brokerage Client Assistant helps drive an exceptional client experience. You will work closely with Financial Advisors and cross-functional partners to support client needs, enhance service delivery, and build strong relationships. You’ll serve as a key point of contact for clients, managing day-to-day service requests, supporting account maintenance, and ensuring operational excellence.

In this role, you will:

• Provide exceptional service to clients by addressing inquiries, resolving issues, and supporting a seamless client experience
• Support Financial Advisors with administrative, operational, and service-related activities to drive business results
• Execute routine transactions, account servicing, and documentation with accuracy and attention to detail
• Assist with onboarding new clients, including account opening and maintenance activities, ensuring compliance with firm policies
• Identify opportunities to improve processes and enhance the client experience
• Partner with internal teams to fulfill client needs and ensure timely resolution of requests
• Maintain working knowledge of firm systems, products, and services to effectively support clients and financial advisors
• Ensure adherence to all regulatory requirements, policies, and procedures

Required Qualifications:

1+ year of brokerage and client services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of financial services and brokerage operations, including account management and servicing, and adherence to compliance requirements within a regulated environment
• Demonstrated ability to deliver exceptional customer service while building and maintaining strong relationships through active listening, responsiveness, and professionalism
• Written and verbal communication skills with the ability to effectively interact with clients, Financial Advisors, and business partners
• Proven ability to collaborate across teams and partner effectively with internal stakeholders to resolve client needs and support business objectives
• Strong problem-solving skills with the ability to analyze situations, exercise sound judgment, and identify appropriate solutions to meet client and business needs
• Demonstrated attention to detail with a focus on accuracy, quality, and operational excellence when handling transactions, documentation, and client requests
• Experience with reporting and analysis, including organizing information, identifying trends, and supporting business decisions through accurate data management
• Administrative organization and task management skills with the ability to coordinate activities, maintain records, and support operational processes efficiently
• Proven ability to prioritize multiple responsibilities, manage competing deadlines, and adapt effectively in a fast-paced environment
• Ability to manage work independently while maintaining accountability, organization, and consistent follow-through on client and business commitments

Job Expectations:

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

U.S. only: This position is not eligible for Visa sponsorship

Posting Location: 950 Wayzata Blvd E WAYZATA, MN 55391

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$25.48 - $36.54