Client Performance Analyst 1

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 wellsfargojobs.com.

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