Wells Fargo WM IFS Associate 2 in Sacramento, California

Responsible for proactively supporting the Investment Strategists and Fiduciary Specialists in development and delivery of advice, client acquisition and relationship mgmt. 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 mgmt.- Interfaces with non-IFS Relationship Mgrs as facilitator/liaison for seamless delivery of IFS services and solutions.- Serve as a primary point of contact for Service Mgmt, 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 Service Mgmt 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 mgmt 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.-- 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

Desired Qualifications:

  • A BS/BA degree or higher

  • Brokerage or wealth management experience

  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Exposure to Wells Fargo CL (Client Link)

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5297364&PostingSeq=1.

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.

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.