PCG PF Client Associate (Woodbury)

  • Address:Woodbury, NY 11797 (map)
  • Date Posted:08/24/16
  • Job Type:Full-time
  • Description:
  • Job Title:PCG PF Client AssociateJob ID Number:5269379-1Location:Woodbury,NYJob Description:Job Description Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. 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 support efforts to service and grow client relationships.Required Qualifications 6+ months of experience meeting deadlines in a business or office environment Desired Qualifications Strong client service skillsStrong attention to detail and accuracy skillsEffective organizational, multi tasking, and prioritizing skillsGood verbal, written, and interpersonal communication skillsBrokerage client support experienceKnowledge and understanding of financial services industryBasic Microsoft Office (Word, Excel, and Outlook) skills Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Ad ID: 45742605
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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