The Robert Toigo Foundation

Registered Client Associate – Wealth Brokerage Services

Wells Fargo
Published
January 7, 2020
Location
Multiple, United States
Job Type

Description

Location(s): Multiple

Job Description:

The Registered Client Associate assists Financial Consultants and Financial Advisors by providing sales and servicing support. Duties may include, but not limited to: opening accounts and processing paperwork; working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests; and processing the movement of funds and equities. Successful candidates may also act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number. Jobs which support brokerage activities may require specific FINRA securities registrations.

How to Apply

  1. View the brief job descriptions for the various positions highlighted above
  2. Visit www.wellsfargojobs.com > search jobs > type in Job Title or Job Opening ID Or click link
    To view additional available roles of similar functions, type the job title in ‘Search Jobs’ field without the level. For example, type ‘Information Security Engineer’ instead of ‘Information Security Engineer 4’.
  3. After reviewing the qualifications and if you are interested in applying – click ‘Apply for Job’
    If you have a login created, please use it to log in. If not, please create one.
  4. Complete the application
    For “Specific Referral Source,” write-in “ToigoPRO”
  5. After you have applied and received a confirmation, please email your resume along with the position name and Job Opening ID to DiversityRecruitingCOE@wellsfargo.com

Related Jobs

Analyst, CRE   Los Angeles, CA new
January 23, 2020
Fixed Income Product Owner   Chicago, United States new
January 22, 2020
Wealth Planning Associate   Palm Beach Gardens, Florida new
January 21, 2020
Portfolio Analyst   Waltham, MA new
January 21, 2020
Derivatives Data Specialist   Boston, Massachusetts new
January 21, 2020