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Senior Client Associate (safe) - Wealth Management

Company: Wells Fargo
Location: Rochester
Posted on: November 9, 2019

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to 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 application.At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.Assists Private Bankers, Investment Strategists, Trust and Fiduciary Specialists, Fiduciary Advisory Specialists, Wealth Planners/Strategists and/or Wealth Advisors with account administration, sales activities and relationshipmanagement, supporting multiple people and balancing multiple priorities. Assists Officers in providing service totheir client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simpleaccounts. Cross-sells products and services to existing clients. Prepares preliminary client correspondence and customized professional client presentation materials to support sales/marketing efforts. May assist with financial/wealth planning such as less complex spreadsheet preparation and analysis. Researches and resolvesoperational issues related to complex accounts. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales and credit support. May provide work direction and training to more junior level Associates. Incumbent may support multiple functional areas or a single functional area; Job may be located in a WM Office orWM Center or in a Retail/Branch location. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing mployment is contingent upon meeting all such requirements, including acceptable background investigation results.

Required Qualifications

  • 2+ years of administrative experience, sales support experience, or a combination of both

    Desired Qualifications
    • Intermediate Microsoft Office skills
    • Excellent verbal, written, and interpersonal communication skills
    • 1+ year of banking sales, sales support, and client support experience
    • Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

      Job Expectations
      • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
      • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

        Salary Information
        The salary range displayed below is based on a Full-time 40 hour a week schedule.

        MN-Rochester: Min: $42,500 Mid: $59,000


        Street Address
        MN-Rochester: 21 1st St Sw - Rochester, MN


        Disclaimer

        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 Orientation.


        Company Description:

        Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo---s vision is to satisfy our customers--- financial needs and help them succeed financially. With approximately 261,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune---s 2019 rankings of America---s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.--Wells Fargo has been helping military members and veterans succeed financially for nearly 170 years. Throughout the years, Wells Fargo has supported military members and veterans through initiatives to recruit and retain team members, and through foundation donations, countless volunteer hours, and event sponsorship.

Keywords: Wells Fargo, Rochester , Senior Client Associate (safe) - Wealth Management, Executive , Rochester, Minnesota

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