Wells Fargo
Builtin · Indexed 2026-07-07
Senior Registered Client Associate
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Indexed description
Wells Fargo Senior Registered Client Associate Reposted YesterdaySaved Hybrid Birmingham, MI, USA Senior level Senior levelFintech • Financial ServicesSupport Financial Advisors by handling client service, account administration, appointment scheduling, paperwork, regulatory recordkeeping, marketing coordination, and training. Act as liaison for referrals, resolve complex client issues, and provide systems and process expertise to branch personnel.Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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