Client Performance Analyst 1

Wells Fargo
Boston, USA
Competitive Salary
14 Mar 2023
13 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Wells Fargo is seeking a Client Performance Analyst 1 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at

In this role, you will:
  • Support a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up.
  • Collect data and analyze investment performance results for use in developing reports for clients or internal management.
  • Verify accuracy of all portfolio and benchmark performance results and monitor performance trends.
  • Respond to client requests and conduct special projects/analyses.
  • May participate in product category meetings and may create pitch book presentations and materials for existing and prospective client meetings
  • Required Qualifications, US:
  • 2+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Strong analytical skills with high attention to detail and accuracy
  • Client services experience
  • Knowledge and understanding of brokerage: systems or applications
  • Brokerage client support experience
  • Financial analysis experience
  • Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition
  • Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment
  • Comprehensive knowledge and understanding of broker-dealer channel

Job Expectations:
  • Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
  • Compliance with state law registration and licensing requirements is mandatory
  • In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
  • Additional requirements include meeting enhanced financial fitness and criminal background standards
  • Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

This position is not eligible for Visa sponsorship.

Posting Location: 280 Park Avenue, 27th Floor, New York, NY 10017