Job Description
**About this 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 (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ 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) a...
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 (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ 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) a...
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