Private Banking Client Associate (SAFE) 2 in Los Angeles, California | DiversityInc Careers
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Private Banking Client Associate (SAFE) 2

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (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.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

Wells Fargo's Legal Specialty Group (LSG) is a division of the Private Bank and delivers financial solutions to both law firms and their partners. LSG professionals tailor a comprehensive suite of solutions and services to meet each client’s goals. The position of Client Associate works directly with a LSG Senior Private Banker, providing support for account administration, sales activities and relationship management.

Responsibilities include:

  • Serve as a main contact for clients regarding inquiries and requests including wires and account openings, and credit requests.
  • Analyze and monitor client accounts, interacting frequently with clients to manage existing client accounts as well as potential new business opportunities across product lines.
  • Act as the hub to other divisions of the bank to manage client relationships and respond to client needs; example, Treasury Services, Foreign Exchange, securities trading staff.
  • Develop strong product knowledge and client relationship management skills to meet the financial needs of clients.
  • Attend client meetings and cross-sell products and services to existing clients . Deepen and broaden the relationship, including referrals.
  • Prepare client correspondence and customized professional client presentation materials to support sales/marketing efforts.
  • Research and resolve operational issues related to complex accounts.
  • Maintain pipeline database of client product sales opportunities and of opportunities actually booked for Senior Private Banker.
  • Stay on top of compliance requirements and implement appropriately as accounts are opened through the "Know Your Client" program.
Hours: 8:30 am - 5:00 pm (M-F)

Required Qualifications

  • 2+ years of administrative experience, sales support experience, or a combination of both

Desired Qualifications

  • A BS/BA degree or higher
  • Good verbal, written, and interpersonal communication skills
  • Commercial banking experience
  • Client support experience
  • Legal experience

Job Expectations

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) provides the MU4R questions and registration required for employment in this position.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.


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.