WM IFS Associate 2

Job Description

With over $462 billion in client assets, including $70 billion deposits and $40 billion in loans, Wells Fargo's Wealth Management division is one of the nation's leading providers of financial services to affluent and high-net-worth clients. Wealth Management's mission is to build enduring relationships with our clients based on a foundation of sound, thoughtful and objective advice. We focus on our clients' unique needs to deliver financial solutions that help them build, manage, preserve and transition their wealth.

The Private Bank delivers wealth management solutions to high and ultra-high-net-worth clients with $1 million or more in Wealth relationship balances. Clients of The Private Bank are supported by a personal relationship manager who brings together a dedicated team of specialists. This team delivers an integrated suite of services designed to address the high-net-worth client's complex financial needs. Clients of The Private Bank enjoy many exclusive benefits. A local, dedicated relationship manager works with the client directly and coordinates an experienced team of local specialists. Other benefits clients enjoy include a premium level of service in stores, an enhanced, branded online experience and access to specialized solutions, rates and pricing appropriate for their level of wealth.

Responsibilities

Responsible for proactively supporting the Investment Strategists and Fiduciary Specialists in development and delivery of advice, client acquisition and relationship mgmt. Provides ongoing service in alignment with the needs of clients by preparing customized client presentations/ investment reviews, gathers and researches prospect information to support sales/marketing efforts, and relationship mgmt. Interfaces with non-IFS Relationship Mgrs as facilitator/liaison for seamless delivery of IFS services and solutions. Serve as a primary point of contact for Service Mgmt, partners, and/or external resources to research and resolve moderate to highly complex IFS account issues and delivers extraordinary client experience. Identifies, escalates and monitors client retention issues. Coordinates with Service Mgmt by driving fulfillment of IFS transactions including investment trades, discretionary distributions, securing compliance documentation, updating and recording client events, maintaining files within policies, and resolving operational issues. Reviews risk mgmt reports related to Key Risk Indicators to identify areas for IFS attention. Interacts with clients, prepares client correspondence and investment research reports, and schedules client reviews. May conduct discovery meetings, provides initial Reg 9. Applies deep knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification and assists in portfolio and trust deconstructions to support the IFS team. Teams with IFS to deliver basic wealth planning such as cash flow, preparing planning illustrations, leveraging standard modules from planning software. Provides administrative support such as phone coverage, travel planning, etc. Builds partnerships with other line of business associates to foster teamwork and working relationships. Incumbent may support multiple functional areas or a single functional area.

Required Qualifications

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

Desired Qualifications

  • A BS/BA degree or higher in accounting, finance, or economics
  • 2+ years of financial services industry experience
  • Wealth or investment management experience
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong collaboration and partnering skills

Other Desired Qualifications

  • Demonstrated ability to articulate ideas, strategies, and solutions clearly, orally, in writing, and through presentation skills.
  • Demonstrated organization skills, including demonstrated experience managing multiple projects and deadlines, and demonstrated ability to effectively manage details.
  • Previous client associate experience in brokerage and/or investment management.

Disclaimer

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.

0072575 WEALTH INV MGMT/WIM PSI


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