Staffing
northstarstaffingsolutionsinc
Full timeUSD 8K–22K
View & Apply →WBS Registered Client Associate
About this role
Company Description
Company name: Wells Fargo
Req # : 5037394 | Type: Full Time | Posted: 9/29/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary
Base Salary - $30,000 - $45,000
Target - $40,300
Benefits - Full Relocation Assistance Available - No
Travel - None
Bonus : NA
Industry: Banking/Finance
Honor Period: 6 months
Job Description
Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.) processing the movement of funds and equities scheduling appointments for new and existing clients monitoring and tracking referrals and sales results maintaining compliance files issuing sales/marketing information to clients preparing sales packages ordering supplies maintaining file system for prospective and existing clients reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number.
Qualifications
Basic Qualifications
Series 7 and 63 (or equivalent) licenses required.
Minimum Qualifications
Insurance licenses or ability to obtain within 120 days. Client service oriented detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Qualifications
Fully licensed at time of hire (S7, 63 or equivalent, and Insurance).
***PLEASE NOTE: YOU MUST HAVE BOTH THE SERIES 7 AND THE SERIES 63 OR EQUIVALENT TO BE CONSIDERED FOR THIS POSITION***
DO NOT SUBMIT ANYONE WITHOUT THEIR SERIES 7 AND THE SERIES 63
Additional Information
All your information will be kept confidential according to EEO guidelines.Frequently Asked Questions
What is the salary for the WBS Registered Client Associate role at northstarstaffingsolutionsinc?
The listed salary for this WBS Registered Client Associate position at northstarstaffingsolutionsinc is USD 30K–45K. This is an Full time role.
Where is the WBS Registered Client Associate position at northstarstaffingsolutionsinc located?
This WBS Registered Client Associate role at northstarstaffingsolutionsinc is based in Helena, Helena, MT, United States, MT, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the WBS Registered Client Associate role at northstarstaffingsolutionsinc full-time or part-time?
This is listed as a Full time position. It is posted as a WBS Registered Client Associate role at northstarstaffingsolutionsinc.
How do I apply for the WBS Registered Client Associate position at northstarstaffingsolutionsinc?
Click the "Apply Now" button on this page. You will be redirected to northstarstaffingsolutionsinc's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the WBS Registered Client Associate job at northstarstaffingsolutionsinc posted?
This WBS Registered Client Associate position at northstarstaffingsolutionsinc was posted on Nov 12, 2014. Apply as soon as possible — early applications are often reviewed first.
WBS Registered Client Associate
northstarstaffingsolutionsinc · 💰 USD 30K–45K
You'll be redirected to northstarstaffingsolutionsinc's official application page on SmartRecruiters.