Wells Fargo
Client Associate
GREEN BAY, WI · Full-time · Posted Oct 30, 2026
- Experience
- 1+ year; equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Visa sponsorship
- U.S. only: This position is not eligible for Visa sponsorship.
About the job
Supports Financial Advisors and clients by handling service requests, account servicing, onboarding, transactions, and related operational and compliance activities.
What you'll do
- Address client inquiries, resolve issues, and coordinate with internal teams to fulfill client needs.
- Support Financial Advisors with administrative and operational work, including routine transactions, account maintenance, and documentation.
- Assist with client onboarding and follow firm policies, procedures, and regulatory requirements.
What they ask for
- 1+ year of brokerage and client services support experience, or equivalent demonstrated through work experience, training, military experience, education.
Nice to have
- Knowledge of financial services and brokerage operations, including account management, servicing, and compliance.
- Experience with reporting and analysis, including organizing information and identifying trends.
Model-written summary · the original posting is authoritative