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Client Associate - Wealth Brokerage Services

Company: Wells Fargo Bank
Location: Allentown
Posted on: February 15, 2020

Job Description:

Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. Assists financial Advisors by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review. demonstrated through work or military experience Required Qualifications 1+ year of administrative experience, sales support experience, or a combination of both demonstrated through work or military experience Desired Qualifications FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Life & Health Insurance licenses Experience answering and managing multiple phone lines Ability to schedule and plan meetings, events, and travel arrangements Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Brokerage industry experience Financial services industry experience Street Address PA-Allentown: 4905 W Tilghman St - Allentown, PA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Allentown , Client Associate - Wealth Brokerage Services, Other , Allentown, Pennsylvania

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