Wbs Registered Client Assoc position at Wells Fargo in Boston

Wells Fargo is currently interviewing Wbs Registered Client Assoc on Thu, 13 Jun 2013 00:21:27 GMT. Job Title: Wbs Registered Client Assoc Requisition Number: 3758462 Schedule Type: Regular Work Hours: 40.00 Telecommute Option: Not Indicated MA-Boston Location: Job Description Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork; working with internal departments and/or directly...

Wbs Registered Client Assoc

Location: Boston Massachusetts

Description: Wells Fargo is currently interviewing Wbs Registered Client Assoc right now, this position will be placed in Massachusetts. Further informations about this position opportunity kindly read the description below. Job Title:
Wbs Registered Client Assoc

Requisition Number:
3758462

Schedule Type:
Regular

Work Hours:
40.00!

Telecommute Option:
Not Indicated

MA-Boston

Location:
Job Description

Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: 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 (address changes, statement copies, etc.); processing the movement of funds and equities; scheduling appointments for new and existing clients; monitoring and tracking referrals and sales results; maintaining compliance files; issuing sales/marketing information to clients; preparing sales packages; ordering supplies; maintaining file system for prospective and existing clients; reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in ! taking and executing investment orders directly from clients a! nd/or via toll-free number.

Basic Qualifications

2+ years investment support experience; Series 7.

Minimum Qualifications

Series 66 or (S63 and S65), and insurance licenses or ability to obtain within 120 days.

Preferred Skills

Prior experience as a Client Associate preferred. Experience directly supporting a financial advisor or team of financial advisors. Experience leveraging Smart Station or comparable investment service request related systems.
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to Wells Fargo.

If you interested on this position just click on the Apply button, you will be redirected to the official website

This position starts available on: Thu, 13 Jun 2013 00:21:27 GMT

Apply Wbs Registered Client Assoc Here