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Client Associate

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Wells Fargo
πŸ“ DUBLIN, United States
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Location DUBLIN
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Posted May 31, 2026
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Commute Local Area
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Job Description

Wells Fargo is seeking a 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) colleagues with 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
+ Schedule and prepare for appointments with new or prospective clients
+ Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
+ Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marke...

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πŸ“ Location Details

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City
DUBLIN
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Country
United States
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Commute
Local Area

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