Registered Client Associate in Wealth Management

DescriptionWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will assist Financial Advisor(s) with sales, service, and operational-related activities. Your responsibilities will include facilitating advisor and client requests, establishing and servicing client accounts, and performing various administrative functions to support advisor activities and client relationships.Company Culture and EnvironmentAt Wells Fargo, we value diversity, equity, and inclusion in the workplace, creating an environment where all employees can thrive. Employees focus on building strong customer relationships while maintaining a culture driven by risk management and compliance, ensuring critical disciplines are upheld for the success of both the customers and the company.Career Growth and Development OpportunitiesWells Fargo emphasizes ongoing regulatory requirements and the importance of professional development in the financial services industry. The role requires obtaining and maintaining appropriate FINRA licenses, which reflects a commitment to career advancement and continuous learning within the organization.Detailed Benefits and PerksWhile specific benefits are not detailed in the job description, working in a company that promotes diversity and offers support for various employee needs, including those with disabilities, highlights a commitment to employee well-being.Compensation and Benefits• Competitive salary based on experience• Opportunities for professional development and advancement• Compliance with state law registration and licensing requirements• Support for obtaining and maintaining relevant licensesWhy you should apply for this position todayThis position provides a unique opportunity to work in a dynamic environment with a focus on client service and support. By joining Wells Fargo, you can be part of a team that values diversity and is committed to building strong relationships with clients while adhering to regulatory standards.Skills• 2+ years of Brokerage and Client Services experience or equivalent• Successfully completed FINRA Series 7 and 63 examinations (or recognized equivalents)• Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint)• Strong client service focus with the ability to listen and recommend solutions• Ability to prioritize work and meet deadlines in a complex environmentResponsibilities• Assist Financial Advisor(s) with sales, service, and operational activities• Facilitate client requests for account information and quotes• Establish and service client accounts, preparing necessary forms• Perform administrative functions including tracking referrals and coordinating marketing campaigns• Act as a liaison for referral sources, ensuring paperwork completenessQualifications• Experience in financial services and client support• Proven ability to interact directly with customers• Strong organizational and communication skillsEducation Requirements• High school diploma or equivalent; degree preferred in finance or related fieldEducation Requirements Credential Category• Relevant financial services certifications or licenses required based on state and regulatory lawExperience Requirements• 2+ years of experience in Brokerage and Client Services• Proven experience in administrative support within financial servicesWhy work in Wilkes Barre, PAWilkes Barre offers a charming blend of rich history, scenic landscapes, and a welcoming community atmosphere. The area is known for its affordable cost of living, making it an attractive place to establish both personal and professional roots. Enjoy the balance of urban amenities and outdoor activities that promote a fulfilling lifestyle.