Home Invites Members Groups Events Careers Videos News Photos Blogs Polls Singles Forums Chat
Home > Career Center > Job Seekers > Job Search
Job Title: Client Associate - Private Client Group
Company Name: Wells Fargo
Location: Goldsboro, NC
Position Type: Full Time
Post Date: 04/17/2024
Expire Date: 06/16/2024
Job Categories: Administrative and Support Services, Advertising/Marketing/Public Relations, Banking, Finance/Economics, Financial Services, Information Technology, Insurance, Law Enforcement, and Security, Military, Sales, Research & Development
Job Description
Client Associate - Private Client Group
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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.

Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, preparing forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.



Required Qualifications

  • 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience



Desired Qualifications

  • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Effective organizational, multi tasking, and prioritizing skills
  • Good verbal, written, and interpersonal communication skills
  • Brokerage industry experience
  • Financial services industry experience
  • Basic 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



Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Goldsboro: Min: $31,200 Mid: $41,900



Street Address

NC-Goldsboro: 415 N Spence Ave - Goldsboro, NC



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.

Share |
Contact Information
Company Name: Wells Fargo
Website:https://ad.doubleclick.net/ddm/clk/418092397;252059082;l?https://www.wellsfargojobs.com/job/-/-/1251/15724626?utm_source=hbcuconnect.com&utm_campaign=enterprise_media&utm_medium=niche_site&utm_content=job_posting&ss=paid
Apply Now | Forward Job to a Friend | More Jobs From This Employer

(Advertise Here)
Who's Online
>> more | invite 
Black America Resources
100 Black Men of America
www.100blackmen.org

Black America's Political Action Committee (BAMPAC)
www.bampac.org

Black America Study
www.blackamericastudy.com

Black America Web
www.blackamericaweb.com

CNN Black In America Special
www.cnn.com/blackinamerica

NUL State of Black America Report
www.nul.org

Most Popular Bloggers
agnes levine has logged 71213 blog subscribers!
dea. ron gray sr. has logged 53921 blog subscribers!
tanisha grant has logged 32847 blog subscribers!
rickey johnson has logged 8501 blog subscribers!
minister jazz' thomas-jones has logged 7187 blog subscribers!
>> more | add 
Latest Jobs
Registered Nurse - Adult Psychiatry, Full-Time, $15K Sign-on Bonus with University of Maryland Medical System in Baltimore, MD.
Associate Vice Chancellor for Advancment with University of Washington in Bothell, WA.
Contract Pricing Analyst with Cencora in Philadelphia, PA.
Lead Scenic Artist with Seattle Repertory Theatre in Seattle, WA.
Business Solutions Manager – Sales & Recruiting with Roth Staffing Companies in Baltimore, MD.
>> more | add