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WBS Marketing Client Associate

Job Description

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.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (, and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

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.

Job Description:

Assists financial consultants and financial advisors by providing business development and marketing strategy support.  Duties may include: scheduling appointments for new and existing clients and for branch meetings to generate business; preparing portfolio reviews; documenting client contact in ClientLink; working with internal departments and FA on marketing and business development efforts; monitoring and tracking referrals and sales results; draft client mission statements,  prepare sales packages; onboard new clients;  analyze data from FA book for opportunities ; seminar set up and support; advertising coordination.


Required Qualifications

  • 1+ year of administrative experience, sales support experience, or a combination of both

Desired Qualifications

  • Good client service skills
  • Strong attention to detail and accuracy skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Good verbal, written, and interpersonal communication skills
  • Financial industry experience
  • Brokerage industry experience


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.