- Wells Fargo brokerage industry experience is a +.
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Experience interacting directly with customers
- Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
- Brokerage client support experience
- Knowledge and understanding of brokerage: systems or applications
- Ability to work effectively in a team environment
- Knowledge and understanding of administrative support: filing, faxing, copying, and data entry
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Royal Bank of Canada Scottsdale, United States**Job Summary** · **What is the opportunity?** · Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manag ...
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Liveops Scottsdale, United StatesAre you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first lin Associate, Customer Experienc ...
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Randstad US scottsdale, United Statesclient relationship associate. · + scottsdale , arizona · + posted april 18, 2024 · **job details** · summary · + $20 - $23 per hour · + temporary · + high school · + category office and administrative support occupations · + referenceAB_4517572 · job details · Working as a Rands ...
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WELLS FARGO BANK Scottsdale, United States Full timeAbout this role: · Wells Fargo is seeking a Registered 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 Financial Advisor(s) with sales, service and o ...
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Randstad US scottsdale, United Statesclient relationship associate. · + scottsdale , arizona · + posted april 22, 2024 · **job details** · summary · + $20 - $20.01 per hour · + temp to perm · + bachelor degree · + category business and financial operations occupations · + referenceAB_4519900 · job details · + Start ...
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Client Results Associate
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LiveOps Scottsdale, United StatesAre you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first line of support to our independen ...
Client Associate - Scottsdale, United States - TSG WEALTH MANAGEMENT
Description
Job Description
Job DescriptionTSG Wealth Management is expanding and we are always looking for quality Client Associates to ensure we maintain our clients' first approach to service. We foster a fun and inclusive environment that is focused on delivering for our clients while creating a positive and enjoyable work experience. Our state-of-the-art offices and open floor plans give you the tools and environment you'll need to thrive in your career. We take pride in supporting your goals because we know that you are the connectors that separates TSG Wealth Management from the pack. If you're looking for a place that will respect and support you, then get in touch today
Some of the benefits of joining our team include:
✓ Top-tier Compensation
✓ Health Insurance
✓ 401k Match
✓ Company Outings and Events
✓ A Fun and Inclusive Environment
✓ Goal Oriented and Supportive Team
✓ Opportunities for Advancement and Education
✓ Community Give-Back Projects
In This Role, You Will
· Assist financial advisors by providing sales and servicing support
· Proactively seek ways to improve administrative and operational processes, and offer ideas for own work group
· Perform moderately complex administrative tasks, handle telephone calls, and other inquiries for research reports as well as resolve account issues
· Establish and maintain files to meet regulatory requirements
· Create and produce reports as well as databases while establishing and maintaining files and record to support sales efforts
· Receive direction from supervisors and escalate non-routine questions to more experienced roles
· Interact with immediate Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers
Required Qualifications, US:
· 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
· Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications:
Salary Range:
Registered Client Associate: $55,000 - $80,000
Senior Registered Client Associate: $70,000-$100,000
Job Expectations:
· Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
· For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
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