Client Services Associate/Office Manager - Wells Fargo Financial Network Wells Fargo Financial Network Pearl River, NY Job Details Full-time $65,000 - $95,000 a year 1 day ago Benefits Paid training Health insurance Paid time off Work from home Parental leave Vision insurance Flexible schedule Life insurance Qualifications Financial sales Financial services customer support Microsoft Office Administrative experience Managing clients in a customer support role Calendar management Client services Investment account customer support Organizational skills Experience practicing in the securities industry Account management Full Job Description We Keep growing and need additional support. Great team and office to work with. I am looking only for someone Series 7 Licensed or soemone with extensive experience as a client Service Associate in the financial services industry. Need a Sales Assistant to cover 3 Financial Advisors between two office locations, Pearl River NY and Hackensack NJ. Very flexible on the days and hours in each location and have some flexibility for work from home. Must have Financial Services experience as a Sales Assistant extra if previous Wells Fargo Advisors experience.

POSITION SUMMARY

The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Services Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. The Client Services Associate is not required to have active Series 7 and 66 (or 63 and 65) Licenses. There is some flexibility with work from home and working between Hackensack NJ and Pearl River NY. Time off and flexible hours are provided. Looking for someone to join a team of three advisors coming aboard in June. DUTIES and

RESPONSIBILITIES

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
• Onboard new client accounts, which includes the collection of required documentation and client information
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
• Proactively participate in firm initiatives directed by local management
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Brokerage industry experience Financial services industry experience 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 Ability to work effectively, as well as independently, in a team environment Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Knowledge and understanding of brokerage or administrative support • High School Diploma/Equivalency • College degree preferred Knowledge/Skills • Strong industry, product, and branch procedures knowledge • Detail oriented with superior organizational skills and ability to prioritize tasks • Exceptional writing, interpersonal and client service skills • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment

Reports To:

Business Service Manager or Branch Manager Benefit Conditions:

Waiting period may apply Only full-time employees eligible

COVID-19

Precaution(s): Remote interview process Virtual meetings Sanitizing, disinfecting, or cleaning procedures in place

Paid Training:

Yes Management:

Team Lead Typical end time: (Flexible) 5PM Typical start time: (Flexible) 9

AM Job Type:

Full-time Pay:

$65,000.00 - $95,000.00 per year

Benefits:

Flexible schedule Health insurance Life insurance Paid time off Parental leave Vision insurance

Compensation Package:

Bonus opportunities

Experience:

Microsoft Office:

1 year (Preferred)

Client Service Associate:

2 years (Preferred)

Work Location:

Hybrid remote in Pearl River, NY 10965