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Client Associate- Profit Formula

  • Client Management
  • Full time
  • R-208982

Why Work for Us?

At Wells Fargo, we support employees’ career aspirations and growth. We ranked #3 on the 2022 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S. We’re proud of our employee-welfare-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We also offer competitive salaries and one of the richest benefits packages in the industry.

What You’ll Do:

  • 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 being approved by the Profit Formula Financial Advisor(s)
  • Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements
  • Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
  • Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

Who You Are:

You’re somewhat new to the industry, with 2+ years of Brokerage and Client Services experience (or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education). You’re ready to take your experience to the next level and join Wells Fargo and our supportive environment. You’re eager to make an impact and continue to learn, grow and prosper in your career, and take advantage of our robust internal mobility options.

Desired Qualifications:

  • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Brokerage or Financial Services industry experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Experience interacting directly with customers
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills


Posting Location:

030 W Boy Scout Blvd Suite 150, Tampa, FL 33607


@RWF22

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, national origin, disability, or status as a protected veteran.

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.


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