Wells Fargo
Client Associate
PEORIA, IL · Full-time · Posted Oct 28, 2026
- Experience
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Supports financial advisors by handling client service, account requests, appointment preparation, account administration, and recordkeeping.
What you'll do
- Respond to clients and facilitate account information and quote requests; schedule and prepare for client appointments.
- Establish and service client accounts, research inquiries, prepare forms, and enter approved security order tickets.
- Perform administrative and recordkeeping tasks, including tracking referrals, supporting marketing, and reviewing referral paperwork.
What they ask for
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice to have
- Brokerage client support or financial services experience; administrative support experience in financial services.
- Direct customer interaction, intermediate Microsoft Office skills, client service focus, and ability to prioritize work and meet deadlines.
Pay
$23.08 - $33.17 USD base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative