Work From Home Jobs $30 Per Hour, Wells Fargo Remote Jobs Az@privatejobsmumbai(Registered Client Associate)
Company Name: Wells Fargo
Job Name: Registered Client Associate
Salary: $20 – $30/Hour
Qualification: Graduation
Location: SAN FRANCISCO, United States
Work From Home Jobs $30 Per Hour, Wells Fargo Remote Jobs Az@privatejobsmumbai(Registered Client Associate)
Full Job Description
Within Wells Fargo Advisors, a Registered Client Associate in Wealth and Investment Management is required. To learn more about our business areas and career areas, go to wellsfargojobs.com.
In this role, you will.
- Help the financial advisor(s) with sales, service, and operational-related duties like assisting clients over the phone, in person, or through written correspondence.
- Organize and prepare for meetings with new or prospective clients. Assist Financial Advisors and Clients with requests for account-related details and/or quotes.
- Create and maintain client accounts, produce paperwork, and look into any questions or issues with accounts.
- May also perform a variety of administrative duties for the Financial Advisor(s) and Branch Management, such as tracking referrals, planning and executing marketing campaigns, creating and maintaining files to meet regulatory requirements for the firm, and creating and maintaining filing and record-keeping necessary to support efforts to service and build client relationships.
- Serves as a point of contact for all referral sources, ensuring that paperwork is accurate and, as needed, sending it to management for review.
The bare minimums are.
- 2+ years of experience in brokerage and client services, or equivalent, as demonstrated by any one or a combination of the following: education, training, work experience, and/or military service.
- completed the Series 7 and 63 tests offered by FINRA, or obtained a score good enough for immediate registration with FINRA.
Include among the desired qualifications.
- Pay attention to providing prompt service and responding to requests.
- high levels of precision and focus in their analytical skills.
- familiarity with the brokerage sector.
- Intermediate familiarity with Microsoft Office’s Word, Excel, Outlook, and PowerPoint.
- Ability to set priorities, meet deadlines, and achieve goals while working under pressure in a complex and changing environment.
- working face-to-face with customers.
- having the ability to provide administrative assistance, including answering inquiries and requests for information from prospective clients and customers.
- brokerage experience providing client support.
The following are the requirements for the position:.
- One must obtain the required FINRA license(s) and/or keep them current in order to continue working in this position.
- State law must be followed when fulfilling registration and licensing requirements.
- Additional to the registration and licensing requirements set forth by the state, specific product licenses or SAFE licensing may be required.
- Additional requirements include adhering to more stringent standards for financial stability and criminal history.
- Wells Fargo will begin the FINRA licensing review process at the time the offer is accepted.
- It’s possible that certain FINRA qualification exams taken after September 30, 2018, will also require the Securities Industry Essentials (SIE) exam co-requisite.
The FINRA Background Screening Requirements for this position include passing and clearing a background check. Article III, Section 3 of the FINRA Bylaws, which states that Associated Persons should not be subject to statutory disqualification, and 17 CFR 240.17f-2 of the Securities Exchange Act of 1934, both apply to internal transfers. Successful candidates must also follow all current regulatory requirements, which may also involve additional screening and reporting specific incidents.
Observations for the position are:.
- For this position, a flexible work schedule is available. A candidate must be able to work at the location listed below in order to be considered.
- This position does not allow for visa sponsorship.
Posting location: 420 Montgomery Street, San Francisco, CA.
San Francisco, California; hourly rate: $26-$40.
Earn Slope.
between $26 and $40 per hour.
Positive features.
Wells Fargo provides access to a wide range of benefits to all qualified full-time and part-time employees. These benefits are meant to protect their physical and financial well-being and aid in future planning. Visit Benefits – Wells Fargo Careers for more information on the following benefit plans and programs available to employees.
- 401(k) Plan.
- paid vacation time.
- Parental Leave.
- Leave of Absence for Caring.
- discounts and savings.
- health benefits.
- advantages for travelers.
- student loan repayment.
- scholarships for children with dependent parents.
- Adoption compensation is given.
Work From Home Jobs $30 Per Hour, Wells Fargo Remote Jobs Az@privatejobsmumbai(Registered Client Associate)
