{"id":4152379,"url":"https://alion.io/job/wells-fargo-client-associate-5","title":"Client Associate","company":{"id":1977,"name":"Wells Fargo","domain":"wellsfargo.com","url":"https://alion.io/company/wells-fargo","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":202,"ghost_share":0,"stale_share":0,"repost_share":0.02,"time_to_fill_p50_days":16,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Linwood, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-10T00:00:00Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-14T01:21:01Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"About this role:\nWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.\n In this role, you will:\nAssist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence\nFacilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes\nSchedule and prepare for appointments with new or prospective clients\nEstablish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Profit Formula Financial Advisor(s)\nExecute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements\nEstablish and maintain filing and record keeping necessary to support efforts to service and grow client relationships\nAct as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable\nRequired Qualifications:\n1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education\n Desired Qualifications:\nBrokerage client support experience or financial services industry experience\nAdministrative support experience in financial services\nExperience interacting directly with customers\nIntermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills\nClient service focus with the ability to listen to customer needs and recommend solutions\nAbility to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment\nJob Expectations:\nSpecific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.\nThis position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.\nThis position is not eligible for Visa sponsorship.\nPosting Location: 1201 New Road, Linwood, NJ 08221\nPay Range\nReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.\n$25.48 - $36.54\nBenefits\nWells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.\nHealth benefits\n401(k) Plan\nPaid time off\nDisability benefits\nLife insurance, critical illness insurance, and accident insurance\nParental leave\nCritical caregiving leave\nDiscounts and savings\nCommuter benefits\nTuition reimbursement\nScholarships for dependent children\nAdoption reimbursement\nPosting End Date:\n17 Nov 2026*Job posting may come down early due to volume of applicants.\nWe Value Equal Opportunity\nWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.\nEmployees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.\nApplicants with Disabilities\nTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.\nDrug and Alcohol Policy\nWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.\nWells Fargo Recruitment and Hiring Requirements:\na. Third-Party recordings are prohibited unless authorized by Wells Fargo.\nb. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.\nc. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.","description_format":"text","description_chars":5763,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Investment Banking & M&A Advisory","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-11-12T09:39:14Z"}],"visa":[{"country":"US","licensed_sponsor":false,"adverts_offering_sponsorship_24m":5,"sanctioned_now":false,"evidence":"Offered visa sponsorship in 5 of its adverts here in 24 months","filings_12m":0,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-11-12T07:36:15+00:00","sources":["Alion: sponsorship offered in the employer's own job adverts (24 months)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":16,"reasons":["conf:0","win:early","comp:brand"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/wells-fargo-client-associate-5","json_url":"https://alion.io/job/wells-fargo-client-associate-5.json","meta":{"generated_at":"2026-11-14T02:31:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3346,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1977},"rest":"https://alion.io/mcp/rest/get_company?id=1977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwells-fargo-client-associate-5"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwells-fargo-client-associate-5"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwells-fargo-client-associate-5"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wells-fargo-client-associate-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwells-fargo-client-associate-5"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4152379}},{"tool":"search_jobs","arguments":{"company":"wellsfargo.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4152379},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}