Wells Fargo
Registered Client Associate
MANHATTAN BEACH, CA · Full-time · Posted Oct 27, 2026
- Experience
- 1+ year; or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Supports Financial Advisors by handling client service, account requests, account setup, and administrative and regulatory recordkeeping activities.
What you'll do
- Provide client service and facilitate account-information requests, quotes, and appointment preparation.
- Establish and service client accounts, prepare forms, and research account inquiries or issues.
- Support advisors and branch management with administrative, marketing, referral, and regulatory recordkeeping tasks.
What they ask for
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
- US only: Successfully completed FINRA Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Nice to have
- Brokerage client support, financial-services administrative support, or direct customer interaction experience.
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
Pay
$30.77 - $45.67 (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, FINRA Series 7, FINRA Series 63, Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative