Client Associate - Private Client Group
Company: Wells Fargo
Posted on: January 15, 2022
Important Note: During the application process, ensure your contact
information (email and phone number) is up to date and upload your
current resume when submitting your application for consideration.
To participate in some selection activities you will need to
respond to an invitation. The invitation can be sent by both email
and text message. - In order to receive text message invitations,
your profile must include a mobile phone number designated as
"Personal Cell" or "Cellular" in the contact information of your
At Wells Fargo, we are looking for talented people who will put our
customers at the center of everything we do. We are seeking
candidates who embrace diversity, equity and inclusion in a
workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding
talent. It all begins with you.
Wealth & Investment Management, or WIM, is one of the United
States' leading providers of financial and investment services. WIM
provides a full range of personalized wealth management,
investment, and retirement products and services to meet clients'
unique needs and help them achieve financial goals. Our mission is
to help clients pursue their financial goals with confidence. We
accomplish this by:
Building enduring client relationships through sound, thoughtful,
and objective advice
Developing individualized plans for clients to help meet their
Helping clients build, manage, preserve, and transition their
financial resources and wealth
WIM serves clients through the following businesses:
Wells Fargo Private Bank serves high-net-worth individuals and
Wells Fargo Advisors provides investment advice and guidance to
clients through more than 13,200 full-service financial advisors
and referrals from more than 5,450 licensed bankers.
Wells Fargo Asset Management brings together a strategic balance of
investment capabilities to serve the investment needs of
institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of
trust, investment, and fiduciary services, including personal trust
services and a number of specialized wealth services designed to
meet the diverse needs of high-net-worth clients.
6+ months of experience meeting deadlines in a business or office
environment demonstrated through work or military experience
Client service focus with experience listening, eliciting
information efficiently, comprehending, and resolving complex
Effective organizational, multi tasking, and prioritizing
Good verbal, written, and interpersonal communication skills
Brokerage industry experience
Financial services industry experience
Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint)
Ability to prioritize work, meet deadlines, achieve goals, and work
under pressure in a dynamic and complex environment
Experience interacting directly with customers
Ability to provide administrative support, including responding to
prospect/customer inquiries and requests for information
NJ-Princeton: 302 Carnegie Center - Princeton, NJ
All offers for employment with Wells Fargo are contingent upon the
candidate having successfully completed a criminal background
check. Wells Fargo will consider qualified candidates with criminal
histories in a manner consistent with the requirements of
applicable local, state and Federal law, including Section 19 of
the Federal Deposit Insurance Act.
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/Gender Identity/Sexual
Visit https://www.wellsfargo.com/about/careers/benefits -for
Keywords: Wells Fargo, Trenton , Client Associate - Private Client Group, Other , Princeton, New Jersey
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