Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Client Associate - Wealth Brokerage Services

Expired Job

Wells Fargo Savannah , GA 31401

Posted 4 months ago

Job Description:

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, insurance and both individual and institutional retirement.

Assists financial consultants by providing sales and servicing support. Duties may include: scheduling appointments for new and existing customers; monitoring and tracking referrals and sales results; issuing sales/marketing information to clients; providing customer service via telephone and written correspondence; solving operational issues; preparing sales packages; ordering supplies; coordinating appointment books; maintaining file system for prospective and existing customers; processing customer service requests (address changes, statement copies, etc.). Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review.

Required Qualifications

  • 1+ year of administrative experience, sales support experience, or a combination of both

Desired Qualifications

  • Financial services industry experience

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

  • Knowledge and understanding of brokerage or administrative support

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

  • Experience interacting directly with customers

  • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)

  • State Life Insurance license(s)

Job Expectations

  • Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • State Life Insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required.

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

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.

WEALTH INV MGMT/WIM PSI 0077711 WEALTH INV MGMT/WIM PSI


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Account Manager Rep 1 SMB Direct Sales Savannah GA

Comcast

Posted 1 week ago

VIEW JOBS 12/1/2018 12:00:00 AM 2019-03-01T00:00 Business Unit: Job Summary: Responsible for supporting Comcast Business Services in their efforts to retain and grow our existing customer base. Act as a business partner to existing customers with an emphasis on driving increased sales and revenue over telephone, while enhancing customer satisfaction through regular contact and problem resolution. Works on straight forward tasks using established procedures. Employees at all levels are expect to: * Understand our Operating Principles; make them the guidelines for how you do your job * Own the customer experience-think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services * Know your stuff-be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences * Win as a team-make big things happen by working together and being open to new ideas * Be an active part of the Net Promoter System-a way of working that brings more employee and customer feedback into the company-by joining huddles, making call backs and helping us elevate opportunities to do better for our customers * Drive results and growth * Respect and promote inclusion and diversity * Do what's right for each other, our customers, investors and our communities Core Responsibilities: * Retain business customers by mining and growing accounts through solution based selling and account management via the telephone. * Make outbound calls to accounts to achieve sales quota metrics. * Prepares sales documentation, activity reports, and forecasts, as required. * Creates proposals for customers related to the proposed solution and new sales opportunities. * Develop customer relationships through regular customer contact via the telephone. * Drive both sales growth and account retention by introducing various products and services available through Comcast Business. * Document effectively and accurately conversations and contact information into client management system. * Work with customers to minimize down-grading or leaving Comcast. * Ability to function in a closely monitored environment, including continual monitoring of customer calls and productivity levels. * Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary. * Other duties and responsibilities as assigned. Job Specification: * High School or equivalent * - * Generally requires 0- 2 years related experience Comcast is an EOE/Veterans/Disabled/LGBT employer Comcast Savannah GA

Client Associate - Wealth Brokerage Services

Expired Job

Wells Fargo