Wells Fargo
Client Associate
HONOLULU, HI · Full-time · Posted Oct 27, 2026
- Experience
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Supports financial advisors by handling client service, account requests, paperwork, appointments, and administrative and record-keeping tasks.
What you'll do
- Provide client service and assist with account information requests, appointments, account setup, forms, inquiries, and approved security order tickets.
- Perform administrative, marketing, referral-tracking, filing, and record-keeping tasks for financial advisors and branch management.
- Review referral paperwork for completeness and forward it to management when applicable.
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
- Brokerage client support or financial services industry experience; administrative support experience in financial services.
- Direct customer interaction, intermediate Microsoft Office skills, client service focus, and ability to prioritize and meet deadlines.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative