Client Associate - Texarkana, TX
3 weeks ago
Job summary
We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. 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 issues 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) Branch Management including but not limited to tracking referrals assisting with marketing related activities establishing maintaining files to meet the firms regulatory requirements Establish maintain filing record keeping necessary to support efforts to service grow client relationships Act liaison all referral sources reviewing paperwork completeness forwarding management review when applicable.
Job description
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