Wells Fargo
Senior Registered Client Associate
WAYNE, PA · Senior · Full-time · Posted Oct 27, 2026
- Experience
- 2+ years of Brokerage and Client Services support experience, 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, administrative operations, and complex client issues while helping maintain and grow client relationships.
What you'll do
- Assist advisors with client service, account inquiries, account setup, appointments, and related operational tasks.
- Coordinate referrals, marketing campaigns, regulatory files, and other branch administrative functions.
- 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.
- Successfully completed FINRA Series 7 and 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration (US only).
Nice to have
- Brokerage client support, financial-services administrative support, or direct customer interaction experience.
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative