
Registered Client Associate
We are looking for a highly motivated and organized Registered Client Associate to join our team at Wells Fargo. This individual must be a customer service oriented professional with excellent interpersonal, communication, and problem-solving skills. As a Registered Client Associate, you will need to be able to work independently and collaboratively in a fast-paced environment. The successful candidate will be responsible for providing administrative and customer service support to financial advisors, clients and other internal partners.To excel in this position, you must possess a passion for delivering superior client service and have the ability to work in a team-oriented environment. The ideal candidate should have a positive attitude and the ability to stay focused on the task at hand. Additionally, you must have a minimum of two years of experience in the financial services industry and have a thorough understanding of financial products and services. A college degree or equivalent experience is preferred.
Ability To Handle Multiple Tasks
Attention To Detail
Good Organizational Skills
Excellent Interpersonal Skills
Clear Communication Skills
Proficient Computer Skills
Knowledge Of Financial Services Products And Services
Knowledge Of Finra Regulations
Documentation
Financial Planning
Communication
Time Management
Business Development
Interpersonal skills
Problem Solving
Compliance
Process Management
Detail-oriented
Client Relations
Client Services
Computer Literacy
Regulatory Knowledge
Investment Research
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
collaboration
Adaptability
According to JobzMall, the average salary range for a Registered Client Associate in New York, NY, USA is between $41,000 and $53,000 per year. This range is based on surveys and user-submitted salary data.
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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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