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Institutional Client Associate 2

Wells Fargo | Menomonee Falls WI 53052 USA | Full Time | Posted: 06/14/2019

Job Descriptiontop

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior,collaborative service. With more than $475 billion in assets under management as of March 31, 2019, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

The Institutional Client Associate is responsible for planning and support of Institutional Client Directors in new sales and client retention activities related to large and complex institutional clients and consultants, with focus on corporations, endowments and foundations, and other large institutions.

Responsibilities include, but are not limited to:

  • Developing presentations, preparing marketing and service materials for use in client meetings
  • Assessing compliance implications and managing the client and consultant questionnaire process
  • Responsible for preparation and provision of portfolio performance and competitive analysis, interpreting the data and making recommendations based on the analysis
  • Developing, analyzing, and ensuring timely and prompt delivery of client reports, commentaries and preparing portfolio review material
  • Responsible for resolving operational, systems-related and/or issues for internal and external clients. Has a broad and deep understanding of client/prospect/consultant needs
  • Identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks
  • Liaise and act as main point of contact with certain investment teams on client meeting materials and reports
  • Demonstrating outstanding flexibility, teamwork and leadership across all levels of Wells Fargo Asset Management and its affiliates
  • Acts as back up while Directors are traveling/out of the office to address requests

Required Qualifications

  • 3+ years of institutional quality sales support, equivalent relationship management support, or a combination of both

Desired Qualifications

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work independently and in a team environment
  • Excellent presentation skills
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of the institutional industry and products
  • Knowledge and understanding of Client Relationship Management (CRM) systems
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of revenue driven goals and their implications
  • Solid knowledge and understanding of investment products and services
  • Strong analytical skills with high attention to detail and accuracy
  • Strong project management skills

Other Desired Qualifications
  • Solid knowledge and understanding of the institutional industry and products
  • Knowledge and understanding of Client Relationship Management (CRM) systems
  • Knowledge and understanding of revenue driven goals and their implications
  • Experience implementing solutions on behalf of the customer or client, improving productivity and customer satisfaction
  • Excellent presentation skills
  • Ability to work flexible hours when needed

Street Address

CA-SF-Financial District: 525 Market St - San Francisco, CA
WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI


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.

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Location Menomonee Falls, WI, 53052, United States
Categories Customer Support/Client Care

Location Maptop

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Job Code 5487965-1

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