Senior Client Associate

NEWPORT BEACHonsitesenior$64K – $95K

Posted today · via Workday

About this role

Part TIme - 20 hours/week About this role: At Wells Fargo, a Senior Client Associate supports financial advisors and helps maintain and enhance relationships with existing clients. You will perform complex administrative, operational, and client support activities, resolve account service needs within established procedures, and provide procedural guidance that contributes to the effectiveness of the Financial Advisory team.…

Read the full description on Wells Fargo's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

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2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in NEWPORT BEACH. We weight your proximity and willingness to relocate.

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Skills in this role

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