Wealth & Investment Client Services Associate
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-02
Listing for:
Wells-Fargo
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Wells Fargo Advisors seeks a Registered Client Associate in Wealth and Investment Management in Denver, CO. You will assist Financial Advisors with sales, service, and operations, handling client requests and account activity while maintaining regulatory filings and referral tracking.
The role requires FINRA licensing and experience in brokerage/client services, with strong Microsoft Office skills and a client-focused approach to service delivery.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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