Brokerage Client Associate Back-Office

About This Role

Wells Fargo is seeking a Brokerage Client Assistant.

In This Role, You Will

• Support the Financial Advisory teams and their clients by providing account servicing, maintenance, new account opening, and completing various other administrative tasks
• Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
• Perform moderately complex administrative and operational tasks within RCAST Brokerage Client Support functional area
• Assist with day-to-day client servicing requests
• Responding to inquiries and requests for researching account related issues
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
• Interact with Financial Advisory functional area and RCAST leadership on wide range of inquiries or requests
  
  

• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education
  
  

• Bachelors degree in Finance, Business Administration, Economics or related courses
• Minimum of 1-year relevant experience in brokerage operations, financial services and investment back-office
• Strong understanding of US brokerage account types, securities and basic investment products
• Familiarity with trade lifecycles, settlement processes and reconciliations
• Excellent attention to detail, accuracy and documentation skills
• Strong communication skills, both written and verbal
  
  

• Willing to work US hours
• Willing to work onsite (BGC office)