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Wells Fargo Senior Brokerage Client Assistant in Palm Valley, Texas

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Brokerage Client Assistant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:

  • Support performance of less experienced Brokerage Client Support staff and overall effectiveness of Financial Advisory team

  • Provide feedback and present ideas for improving or implementing financial services processes and tools with Brokerage Client Support related impact

  • Perform complex administrative and operational tasks within the Brokerage Client Support functional area

  • Provide subject matter expertise and interpretation of procedures to less experienced Brokerage Client Support staff

  • Interact with immediate Brokerage Client Support team and functional area on wide range of Brokerage Client Support information, as well as internal and external customers

Required Qualifications, US:

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

Desired Qualifications:

  • Brokerage industry experience

  • Financial services industry experience

  • Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Experience interacting directly with customers

  • Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information

  • Knowledge and understanding of brokerage or administrative support

Posting Location: 1247 N Stuart Place Rd, 1st Floor, Palm Valley, TX, 78552-4290

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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.

Company: Wells Fargo

Req Number: R-109411

Updated: 2022-01-14 05:01:52.000 UTC

Location: Palm Valley,Texas

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