
The Client Associate role supports Wealth and Investment Management teams at Wells Fargo Advisors by assisting Financial Advisors with client service and operational tasks. Key responsibilities include managing client communications via phone and email, facilitating account inquiries and quotes, scheduling appointments, and maintaining regulatory-compliant records. The position also involves acting as a liaison for referral sources and executing administrative functions to support business growth. This opportunity appeals to candidates seeking a dynamic environment within the financial services industry, offering a chance to develop strong client relationship skills while working in a culture that emphasizes compliance and risk management. The role requires prior brokerage or client services experience and involves standard background screening procedures.


















