PCG PF Client Associate

Company Name:
Wells Fargo
Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firm s regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Basic Qualifications: 6+ months experience with meeting deadlines and attention to detail.
Minimum Qualifications: Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Skills:
Experience supporting brokerage related functions
Ability to prioritize tasks to meet business needs
Microsoft Office Suite experience focused on creating, editing and analyzing data
Financial field experience
Previous professional office and client facing experience
MS Office knowledge
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at .
Relevant military experience is considered for veterans and transitioning service men and women
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran
Job Posting Title: PCG PF Client Associate
Requisition Number: 5050728
Executive Org Description: WEALTH BRK RTR/WBR
Schedule Type: Regular
Scheduled Hours: 40
State: OR
City: Lake Oswego
Zip Code: 97035
Job Contact Company: Wells Fargo
UniqueIdentifier: 5050728ORLAKE OSWEGO97035

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