Wells Fargo WM IFS Associate 2 in Atlanta, Georgia

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Responsible for proactively supporting Fiduciary Advisor Specialists in development and delivery of advice, client acquisition and relationship mgmt. May assist advisors with client discovery meetings and follow ups. Leverage deep knowledge of fiduciary and estate planning to assist advisors with interpretation of trust documents. Responsible for owning the follow ups assigned by the advisors, and with a high sense of responsibility and urgency, drive them through satisfactory completion and according to the communicated timelines.

Provide ongoing service in alignment with the needs of clients by preparing customized client presentations. Gather and research prospect information to support sales/marketing efforts and relationship mgmt. Interface with 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. Coordinate with Service Mgmt, by driving fulfillment of IFS transactions including 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. Provide administrative support such as phone coverage, travel planning, etc. Build 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:

  • Knowledge and understanding of estate, trust, or fiduciary administration

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPST_FL&FOCUS=Applicant&SiteId=1&JobOpeningId=5389036&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.