
Registered Client Associate
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.
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
MS Word
Time Management Skills
MS Excel skills
Strong Analytical Skills
MS PowerPoint Skills
Driven and self-motivated
Prioritizing skills
Self-Motivated
Adaptability
Problem Solving Skills
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker
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.
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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.

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