WashingtonRecruiter Since 2001
the smart solution for Washington DC jobs

Client Associate - Private Client Group

Company: Wells Fargo Bank
Location: Vienna
Posted on: February 16, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.? In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, preparing forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Required Qualifications

  • 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience

    Desired Qualifications
    • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
    • Effective organizational, multi tasking, and prioritizing skills
    • Good verbal, written, and interpersonal communication skills
    • Experience developing and managing client relationships
    • Strong administrative skills
    • Experience answering and managing multiple phone lines
    • Basic Microsoft Office (Word, Excel, and Outlook) skills
    • Ability to schedule and plan meetings, events, and travel arrangements



      Street Address
      DC-Washington: 1133 Connecticut Ave Nw - Washington, DC


      Disclaimer

      All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

      Relevant military experience is considered for veterans and transitioning service men and women.
      Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Washington DC , Client Associate - Private Client Group, Other , Vienna, DC

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


CDL A Flatbed Trucking Job - Home Weekends
Description: Benefits: Earn 27 of line haul revenue Weekend home time Small company / family feel Leniency / willing to work with you in certain
Company: P & S Transportation
Location: Charlottesville
Posted on: 02/24/2020

Newborn Nursery - RN - Travel (Charlottesville)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Northern Virginia EM Opportunity - Easy DC Access
Description: Commonwealth Emergency Physicians CEP is a physician owned and managed Emergency Medicine group in Leesburg, Virginia. We are seeking a BC/BP Emergency Medicine Residency-trained Physician to join our (more...)
Company: EMrecruits
Location: Leesburg
Posted on: 02/24/2020


Full Time Clerk
Description: At Wegmans, our commitment to customers is simple: - Every Day You Get our Best. - Customers tell us they choose Wegmans for the helpful
Company: Wegmans Food Markets
Location: Leesburg
Posted on: 02/24/2020

Concrete Professional
Description: Get new leads and grow your business with Thumbtack . Thumbtack has been trusted by concrete professionals across the country to help grow their business. Customers come to Thumbtack (more...)
Company: Thumbtack
Location: Leesburg
Posted on: 02/24/2020

Progressive Care - PCU RN - Travel (Charlottesville)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Cardiovascular Intensive Care - CVICU - RN- Travel (Charlottesville)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Medical Surgical - Med/Surg RN - Travel (Charlottesville)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Northern Virginia EM Opportunity - Easy DC Access
Description: Commonwealth Emergency Physicians CEP is a physician owned and managed Emergency Medicine group in Leesburg, Virginia. We are seeking a BC/BP Emergency Medicine Residency-trained Physician to join our (more...)
Company: EMrecruits
Location: Leesburg
Posted on: 02/24/2020

Looking For A Pet Sitter For 1 Dog In Charlottesville
Description: Charlottesville family
Company: Care.com
Location: Charlottesville
Posted on: 02/24/2020

Log In or Create An Account