Wells Fargo

Registered Client Associate

Wells Fargo

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • collaboration

  • Adaptability

Compensation

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.

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 PostedMay 2nd, 2023
Apply BeforeJuly 20th, 2025
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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.

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