Wells Fargo
Senior Registered Client Associate
BEE CAVE, TX · Senior · Full-time · Posted Oct 23, 2026
- Experience
- 2+ years; equivalent demonstrated through work experience, training, military experience, or education is accepted.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Supports Financial Advisors with client service, account operations, administrative work, issue resolution, and guidance for branch personnel.
What you'll do
- Handle client service and account requests, set up and service accounts, prepare forms, and research account issues.
- Manage administrative and referral activities, marketing coordination, and regulatory files and records.
- Resolve complex client and business issues, support branch systems, 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, education.
- US only: 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 skills (Word, Excel, Outlook, and PowerPoint), client-service focus, and ability to prioritize and meet deadlines.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative