Client Associate - Hagerstown, MD at Military… · Location…

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.

About this role:
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.

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
• Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
• Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable