Wells Fargo
Senior Client Associate
MARLTON, NJ · Senior · Full-time · Posted Oct 28, 2026
- Experience
- 2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of 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 administration, branch operations, and training for entry-level associates.
What you'll do
- Assist advisors with client sales, service, account requests, appointments, account setup, forms, and issue research.
- Manage administrative tasks, referral paperwork, marketing coordination, and regulatory files and records.
- Resolve complex client and business issues, support branch personnel, and train entry-level Client Associates.
What they ask for
- 2+ years 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 in financial services.
- Direct customer interaction, intermediate Microsoft Office skills, client-service focus, and ability to prioritize and meet deadlines.
Pay
$27.88 - $41.83 (base salary; currency not stated)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative