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Senior Client Associate (SAFE) - Wealth Management

Company: Wells Fargo Bank
Location: Casper
Posted on: February 15, 2020

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.Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.The Senior Client Associate (SAFE) assists Private Bankers and Wealth Advisors with account administration, sales activities and relationship management, supporting multiple people and balancing multiple priorities. Assists Officers in providing service to their 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 simple accounts. 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 resolves operational 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 will be located in a WM Office.This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

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
    • Strong organizational, multi-tasking, and prioritizing skills
    • Strong attention to detail and accuracy skills
    • Ability to take initiative and work independently with minimal supervision in a structured environment
    • Ability to work in a fast paced deadline driven environment
    • Wealth management experience
    • Client service focus with the ability to listen to customer needs and recommend solutions
    • Knowledge and understanding of systems: AFS, Hogan, and ClientLink

      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.

        Street Address
        WY-Casper: 234 E 1st St - Casper, WY


        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.

Keywords: Wells Fargo Bank, Casper , Senior Client Associate (SAFE) - Wealth Management, Executive , Casper, Wyoming

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