Senior Registered Client Associate

At Wells Fargo, we are looking for a Senior Registered Client Associate who will provide efficient and accurate support to our Financial Advisors and their clients. This is an exceptional opportunity to join a dynamic team in an established and respected financial services organization. The successful candidate will have a passion for customer service, strong organizational and communication skills, and the ability to work independently.The ideal candidate will have a Bachelor’s degree and at least five years of experience in the financial services industry, preferably in a client service or administrative role. We require that the Senior Registered Client Associate have FINRA Series 7 and 63 licenses and a thorough knowledge of industry regulations. Our Senior Registered Client Associates must also possess excellent problem-solving and multitasking skills, as well as a strong attention to detail.If you are a motivated professional looking for an opportunity to demonstrate your exceptional customer service skills and join a dedicated team of financial professionals, we encourage you to apply for the position of Senior Registered Client Associate at Wells Fargo.

Responsibilities:

1. Maintain a thorough knowledge of industry regulations and FINRA Series 7 and 63 licenses.
2. Provide efficient and accurate support to Financial Advisors and their clients.
3. Develop and maintain strong relationships with clients.
4. Respond to client inquiries in a timely and professional manner.
5. Prepare documents and manage client accounts.
6. Monitor accounts and track client transactions.
7. Process paperwork related to client accounts and transactions.
8. Ensure that all applicable regulations and laws are followed.
9. Develop and implement strategies to improve customer service.
10. Troubleshoot issues and resolve client complaints.

According to JobzMall, the average salary range for a Senior Registered Client Associate in San Francisco, CA, USA is $58,091 to $91,939. The salary range is based on the average of salaries reported by employers and job seekers in the area.

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.