Client Associate

About the role

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.

Posting location: 208 Golden Oak Ct, VIRGINIA BEACH, VA 23452

Responsibilities

• Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes
• Schedule and prepare for appointments with new or prospective clients
• Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after