Wells Fargo
Client Associate
TRAVERSE CITY, MI · Full-time · Posted Oct 26, 2026
- Experience
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Supports Financial Advisors by handling client service, account requests, administrative tasks, and recordkeeping for Wells Fargo Advisors.
What you'll do
- Respond to client service and account-information requests and schedule and prepare for client appointments.
- Establish and service client accounts, prepare forms, research inquiries, and enter security order tickets after Financial Advisor approval.
- Perform administrative, referral, marketing, and regulatory recordkeeping tasks for Financial Advisors and branch management.
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 experience; intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative