Wealth Client Services Associate
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Wells Fargo Advisors seeks a Registered Client Associate to support Financial Advisors in wealth management. You will assist with sales, service and operations, handling client communications via phone, in person or written correspondence.
Responsibilities include establishing and servicing client accounts, preparing forms, and researching inquiries. You may coordinate marketing campaigns and maintain regulatory filing and records to grow client relationships.
Our organisation is growing, and we are hiring a Wealth Client Services Associate in Manhattan Beach, CA, United States.
This role, Wealth Client Services Associate at Wells-Fargo, could be your next move.
Are you ready to take on the Wealth Client Services Associate role at Wells-Fargo?
We would love to welcome a new Wealth Client Services Associate to our group in Manhattan Beach, CA, United States.
For the Wealth Client Services Associate position at Wells-Fargo, we are reviewing applications now.
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