Wells Fargo
Charlotte, North Carolina
Brokerage Client Assistant - RCAST & Registered
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Apply to Brokerage Client Assistant - RCAST & Registered at Wells FargoJob details
- Location
- Charlotte, North Carolina
- Work type
- Remote
- Posted
- 2 weeks ago
- Apply on
- wf.wd1.myworkdayjobs.com
About this role
Requires 1+ year brokerage or client services support experience and FINRA Series 7 and 63 or recognized equivalents. Desired: financial services administration, customer service, and intermediate Microsoft Office skills.
What you'll do at Wells Fargo:
- supporting advisors
- resolving issues
- maintaining records
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