IFS Associate 2

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Job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Responsible for proactively supporting the Fiduciary Specialists in development and delivery of advice, client acquisition and relationship management. 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 management. Interfaces with non-IFS Relationship Managers as facilitator/liaison for seamless delivery of IFS services and solutions. Serve as a primary point of contact for Fiduciary Management Services, 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 Fiduciary Management Services 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 management 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 and Monte Carlo modeling, 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. Assists with new client onboarding. Facilitates new account openings and money movement including ACH transactions, wires, transfers, end of year gifting and bill pay. 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 demonstrated through work or military experience

Desired Qualifications

• Financial services experience
• Knowledge and understanding of estate, trust, or fiduciary administration

Street Address

FL-Boca Raton: 5355 Town Center Rd - Boca Raton, FL

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.

Benefits Summary

Benefits

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