Brokerage Client Assistant RCAST
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Job Location:
Salt Lake, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
Wells Fargo is seeking a Brokerage Client Assistant RCAST as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat .
In this role you will:
- Support Financial Advisory team and their clients by providing account information or quotes entering Financial Advisory approved security tickets and completing various administrative tasks
- Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideas
- Perform moderately complex administrative tasks handle telephone calls and other inquiries for research reports as well as resolve account issues
- Establish and maintain files to meet regulatory requirements
- Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
- Receive direction from supervisors and escalate non-routine questions to more experienced roles
- Interact with immediate RCAST Brokerage Client Support team and functional area on wide range of information as well as internal and external customers
Required Qualifications:
- 2 years of Brokerage and Client Services experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications:
- Brokerage client support experience or financial services industry experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word Excel Outlook and PowerPoint) skills
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work meet deadlines achieve goals and work in a dynamic and complex environment
Job Expectations:
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to accordance with FINRA rules individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
Posting location:
- 5201 W Amelia Earhart Dr Salt Lake City Utah
Posting End Date:
9 Jan 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Required Experience:
Junior IC
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
Whether you’re just beginning your career or taking it to the next level, we have an opportunity for you.
