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⏰ Full-time

Registered Client Associate

Wells Fargo
Location 📍 CORTE MADERA, United States
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

**About this role:**

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role you will:**

+ Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
+ Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
+ Establish and service client accounts, prepare forms, research account inquiries and/or issues
+ May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establis...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
CORTE MADERA, United States