Registered Client Associate
Indexed description
Wells Fargo Registered Client Associate 3 Hours AgoSaved Hybrid Las Vegas, NV, USA 25K-38K Hourly Junior 25K-38K Hourly JuniorFintech • Financial ServicesSupports financial advisors with client service, account establishment, paperwork, account research, appointment preparation, referrals, marketing campaigns, regulatory recordkeeping, and administrative operations. Provides direct client assistance by phone, in person, and in writing. Requires at least one year of brokerage or client services experience and FINRA Series 7 and 63 qualifications for immediate registration.Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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