Pcg Client Associate Job in Pittsburgh, Pennsylvania US
Pcg Client Associate
Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. Basic Qualifications: 6+ months experience with meeting deadlines and attention to detail. Minimum Qualifications: Client service oriented; detail oriented and ability to multi-task. Good written and verbal communication skills. Good communication skills, both written and verbal multi-tasker Preferred Skills: Minimum one year of experience supporting brokerage related functions Ability to prioritize tasks to meet business needs Experience leveraging organizational skills to support branch and client needs, focusing on execution, accuracy and efficiency Displays experience completing tasks in a timely and efficient manner Experience processing client service requests in a full service retail brokerage environment Displays strong teamwork skills Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. �© 2012 Wells Fargo Bank, N.A. All rights reserved.