MINNEAPOLIS, MN, United States of America
13 hours ago
Brokerage Client Assistant – RCAST

About this role:

Wells Fargo is seeking a Brokerage Client Assistant – RCAST as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors.  Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

Support Financial Advisory teams and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasksIdentify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST Brokerage Client Support work group ideasPerform moderately complex administrative and operational tasks within RCAST Brokerage Client Support functional areaHandle telephone calls or respond to inquiries and requests for researching of reports and account related issuesEstablish and maintain files to meet the firms regulatory requirementsCreate, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationshipsReceive direction from supervisor and Financial Advisory functional area and escalate non-routine questionsInteract with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers


Required Qualifications:

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

Brokerage client support experience or financial services industry experienceAdministrative support experience in financial servicesExperience interacting directly with customersIntermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skillsClient service focus with the ability to listen to customer needs and recommend solutionsAbility to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment


Job Expectations:

Specific 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.This 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.This position is not eligible for Visa sponsorship.

Posting location: 550 S 4th St., Minneapolis, MN 55415

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$25.48 - $36.54

Benefits

Wells 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.

Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

29 Jan 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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.

Employees 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Confirm your E-mail: Send Email