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    Profit Formula Client Associate - Hyannis, United States - Wells Fargo

    Wells Fargo
    Wells Fargo Hyannis, United States

    4 weeks ago

    Wells Fargo background
    Description


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    locations

    HYANNIS, MA

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    R


    About this role:


    Wells Fargo is seeking a Profit Formula Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.

    Learn more about our career areas and lines of business at .


    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


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


    Desired Qualifications:
    Brokerage client support experience or financial services industry experience
    Administrative support experience in financial services
    Experience interacting directly with customers
    Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
    Client service focus with the ability to listen to customer needs and recommend solutions
    Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

    Posting Location:

    1513 Iyannough Road, Suite 3, Hyannis, MA 02601

    Posting End Date:
    28 Apr 2024

    *Job posting may come down early due to volume of applicants.
    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

    They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

    There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

    Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
    Applicants with Disabilities
    To request a medical accommodation during the application or interview process, visit

    Disability Inclusion at Wells Fargo

    .
    Drug and Alcohol Policy
    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy

    to learn more.

    Wells Fargo & Company (


    NYSE:
    WFC) is a leading financial services company that has approximately $1.9 trillion in assets.

    We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments:
    Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune's 2023 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy

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