Client Associate

About this role:

Join Wells Fargo’s Wealth & Investment Management team as a Part-Time Client Associate and help drive an exceptional client experience. You will work closely with Profit Formula Financial Advisors and cross-functional partners to support client needs, enhance service delivery, and build strong, lasting relationships.  The Part-Time Client Associate serves as a key point of contact for clients, managing day-to-day service requests, supporting account maintenance, and ensuring operational excellence. This position offers the opportunity to build strong relationships, enhance client satisfaction, and contribute to overall business growth while developing knowledge of wealth management products and services. This is a Part-Time role.

In this role, you will:

• Support Profit Formula Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks
• Identify ways to improve Profit Formula Brokerage Client Support processes and offer Profit Formula Brokerage Client Support work group ideas
• Perform moderately complex administrative and operational tasks within Profit Formula Brokerage Client Support functional area
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
• Establish and maintain files to meet the firms regulatory requirements
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

Required Qualifications:

• 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of financial services and brokerage operations, including account management, account servicing, and adherence to compliance requirements within a regulated environment.
• Demonstrated ability to deliver exceptional customer service while building and maintaining strong relationships through active listening, responsiveness, and professionalism.
• Strong written and verbal communication skills with the ability to effectively interact with clients, Financial Advisors, and business partners.
• Proven ability to collaborate across teams and partner effectively with internal stakeholders to resolve client needs and support business objectives.
• Strong problem-solving skills with the ability to analyze situations, exercise sound judgment, and identify appropriate solutions to meet client and business needs.
• Demonstrated attention to detail with a focus on accuracy, quality, and operational excellence when handling transactions, documentation, and client requests.
• Experience with reporting and analysis, including organizing information, identifying trends, and supporting business decisions through accurate data management.
• Strong administrative organization and task management skills with the ability to coordinate activities, maintain records, and support operational processes efficiently.
• Proven ability to prioritize multiple responsibilities, manage competing deadlines, and adapt effectively in a fast-paced environment.
• Ability to independently manage work while maintaining accountability, organization, and consistent follow-through on client and business commitments.

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• This position is not eligible for Visa sponsorship.
  
  

Posting Location:

200 Stephenson Ave
SAVANNAH, GA 31405

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.