Client Associate / Administrative
Wells Fargo Advisors
Berwyn, PA
Posted ago
Wells Fargo Advisors

Provides support to the Financial Advisor by providing the Financial Advisor and the client with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management. Including, but not limited to, preparing forms and reports, correspondence and the preparation of Financial Advisor directed marketing campaigns.


  • Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. 
  • Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

  • Detail Oriented
  • Able to work in a team environment
  • Develop and expand client relationships via the phone
About Wells Fargo Advisors

Wells Fargo Advisors is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and strongest financial institutions. In business since 1852 and named on Fortune magazine’s 2012, 2013, 2014, 2015, and 2016 lists of the “World’s Most Admired Companies,” Wells Fargo is known and respected for its responsible stewardship of its clients’ assets.

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