Wells Fargo
Senior Registered Client Associate
SAVANNAH, GA · Senior · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years; 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, operational requests, and branch support while helping maintain and grow client relationships.
What you'll do
- Assist financial advisors with client service, account requests, appointment preparation, account setup, forms, and issue research.
- Perform administrative and branch functions, including referral tracking, marketing coordination, and maintaining regulatory files and records.
- Advise and train branch personnel, resolve complex client or business issues, and review referral paperwork for completeness.
What they ask for
- 2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
- For US candidates, 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; ability to prioritize, meet deadlines, and focus on client service.
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