[Remote] Brokerage Client Assistant – RCAST

Note: The job is a remote job and is open to candidates in USA. Wells Fargo is seeking a Brokerage Client Assistant – RCAST as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management. The role involves supporting the Financial Advisory team by providing account information, resolving client inquiries, and performing administrative tasks to enhance client support processes.

Responsibilities

• Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks
• Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
• Perform moderately complex administrative tasks, handle telephone calls and other inquiries for research reports, as well as resolve account issues
• Establish and maintain files to meet regulatory requirements
• Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
• Receive direction from supervisors and escalate non-routine questions to more experienced roles
• Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information, as well as internal and external customers

Skills

• 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Brokerage client support experience or financial services industry experience
• Administrative support experience in financial services
• Experience interacting directly with customers
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Client service focus with the ability to listen to customer needs and recommend solutions
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Company Overview