Senior Client Services Advisor

Job Summary of Senior Client Services Advisor:A Senior Branch Premier Banker (SAFE) position has opened up within the Consumer and Small Business Banking vertical of Wells Fargo's Branch Banking operations, where experienced and proactive candidates are encouraged to apply. The role calls for acquiring and deepening relationships with high net-worth clients, providing reliable financial advice, and overseeing risk management with regulatory compliance.Job Duties and Responsibilities of Senior Client Services Advisor:• Keep your customer base growing by proactively reaching out to new, high-value clients and small business owners. Set up appointments to solidify relationships and establish yourself as a trusted partner.• Apply relevant resolution strategies to address moderately complex customer concerns, using discretion when necessary.• Put forward banking concerns or corporate dangers that necessitate a detailed assessment to avoid potential losses.• Help customers find the best financial services and products to suit their needs.• To offer exceptional support to clients, it's imperative to have a complete understanding of Wells Fargo's banking, investment, and credit solutions.• Identify complex financial challenges that clients face, drawing on your extensive experience in business banking, mortgage, retirement, and investment services, and offer practical and rational solutions.• Adherence to policies, procedures and controls, as well as compliance with relevant laws and regulations, is key to managing any potential business risks.• Develop personalized financial plans by analyzing client information.• Establish stronger ties with branch colleagues, affluent consumers, and partners, leading to greater customer prosperity and satisfaction.• Exhibit autonomous decision-making in managing customer relationships, giving periodic check-ups, and revising suggestions where necessary.• Take on a leadership role in the branch team by offering guidance and support to your colleagues on relationship development and navigating challenging client situations.• Take the initiative to improve your professional expertise by acquiring pertinent licenses, such as Series 7 and Series 66, through rigorous study and testing.Qualifications and Experience of Senior Client Services Advisor:• Candidates must have worked in customer service for at least four years or provide evidence of an equivalent background obtained from work-related roles, military service, or educational opportunities.• My three years of expertise have allowed me to finesse my ability to create and maintain effective partnerships with clients and collaborators.• A knowledgeable consultant who has at least three years of experience giving personalized recommendations to clients on various products and services.• Financial services include various sectors such as investments, consumer finance, private banking, brokerage, and mortgage lending, each with its unique operational requirements.• Consistently staying up-to-date with the latest trends and developments in the financial services industry and incorporating this knowledge into unique financial recommendations for clients.• Passing the FINRA Series 6 and 63 exams (or their recognized equivalents) is desired for this position.• To be considered for this role, you must have a valid State Insurance license.• Prior experience in a registered financial services position is preferable.• Superior skills in communicating clearly and persuasively, both verbally and in writing.• Comprehensive knowledge of branch banking compliance controls, risk management, and loss prevention is critical for ensuring ethical business dealings and financial accountability.• The talent to familiarize customers with advanced technology and digital banking solutions, thus enabling them to make informed decisions.• Using business acumen to proffer financial advisory services to startups and small-scale businesses.Benefits of Senior Client Services Advisor:• A total compensation package that includes an attractive base salary and the opportunity to earn bonuses and incentives.• 401(k) Plan• Paid Time Off• Parental Leave• Critical Caregiving Leave• Health Benefits• Commuter Benefits• Tuition Reimbursement• Adoption Reimbursement• Discounts and Savings• Financial Support for Dependent Children of Collegiate Students Through ScholarshipsAbout Company:As an organization, Wells Fargo is dedicated to empowering our employees to succeed and thrive in every aspect of their lives. We achieve this through a number of engaging and supportive initiatives, including competitive salaries, comprehensive benefits packages, career development opportunities, and community involvement programs. Our status as a top employer is further reflected in our recognition on the LinkedIn Top Companies List as one of the best workplaces in the U.S. for employee growth and development