PCG Client Associate - Boston, A
Location: Boston Massachusetts
Description: Wells Fargo is currently interviewing PCG Client Associate - Boston, A right now, this job will be placed in Massachusetts. For detail informations about this job opportunity please read the description below. Job Title:
PCG Client Associate - Boston, A
Requisition Number:
3764920
Schedule Type:
Regular
Work Hours:
Telecommute Option:
Not Indicated
MA-Boston
Location:
Job Description
Provides support to the Financial Advisor by providing the FA and the clients of the FA 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, typing letters, forms and reports, correspondence and the preparation of FA 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 firm s regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to su! pport efforts to service and grow client relationships.
6+ months experience with meeting deadlines and attention to detail.
Minimum Qualifications
Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Skills
Experience supporting brokerage related functions
Ability to prioritize tasks to meet business needs
Microsoft Office Suite experience focused on creating, editing and analyzing data
Previous experience in a full service retail brokerage firm
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If you were eligible to this job, please email us your resume, with salary requirements and a resume to Wells Fargo.
If you interested on this job just click on the Apply button, you will be redirected to the official website
This job starts available on: Mon, 01 Jul 2013 19:48:10 GMT
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