Wells Fargo
Registered Client Associate
LOS ANGELES, CA · Full-time · Posted Oct 23, 2026
- Experience
- 1+ year; 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, account setup, and related administrative and operational activities.
What you'll do
- Provide client service and facilitate account information requests, quotes, and appointments.
- Establish and service client accounts, prepare forms, and research account inquiries or issues.
- Perform administrative and operational support, including referral tracking, marketing coordination, and regulatory recordkeeping.
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 USD base salary
Tools
FINRA Series 7, FINRA Series 63, Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative