Wells Fargo

Registered Client Associate

Wells Fargo

1650 Tysons Blvd, McLean, VA 22102, USA
Full-TimeDepends on ExperienceEntry LevelAssociate
Job Description

Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Handle FA and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues. Utilize prior years of experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues. Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism. Provide knowledge and systems support to branch personnel and training for entry-level Client Associates.

Where is this job?
This job is located at 1650 Tysons Blvd, McLean, VA 22102, USA
Job Qualifications
  • Client service focus with the ability to respond to requests in a timely manner

  • Knowledge and understanding of brokerage: systems or applications

  • Ability to work effectively in a team environment

  • 2 years of related experience

Required Skills
  • MS Word

  • Time Management Skills

  • MS Excel skills

  • Strong Analytical Skills

  • MS PowerPoint Skills

Soft Skills
  • Driven and self-motivated

  • Prioritizing skills

  • Self-Motivated

  • Adaptability

  • Problem Solving Skills

  • Detail Oriented and Organized

  • Verbal and Written Communication

  • Multi tasker

Compensation

According to JobzMall, the average salary range for a Registered Client Associate in 1650 Tysons Blvd, McLean, VA 22102, USA is approximately $41,890 - $63,000. The exact salary range can vary depending on the individual's experience, qualifications, and other factors.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 5th, 2022
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started