Jobs in the United States

25+ jobs

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Added 7 mins ago
Financial Advisor Associate
Ameriprise Financial Services, LLC.
Seattle, WA
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Added 7 mins ago
Financial Advisor Associate
Ameriprise Financial Services, LLC.
Alpharetta, GA
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Added 8 mins ago
Registered Nurse, Health Center Group Manager
Premise Health
Detroit, MI
Provides site level leadership and manages day to day operations to include coordinating technical and administrative staff and health center operations for multiple health centers across a…
Added 8 mins ago
PH
Registered Nurse, Health Center Group Manager
Premise Health
Toledo, OH
- $84,872 to $106,090 USD / year
Provides site level leadership and manages day to day operations to include coordinating technical and administrative staff and health center operations for multiple health centers across a…
Added 8 mins ago
J
Accounts Payable Specialist
Jobot
Dallas, TX
- $24 to $28 USD / hour
…stakeholders to support efficient, reliable accounts payable…
Added 8 mins ago
N99532 Administrative Assistant HawkReach Counseling, Tahlequah
Tahlequah, OK
…limited to: scheduling, rescheduling, cancelling & confirming client appointment times.Makes appointments and manages calendars for all counseling…
Added 14 mins ago
CLIENT TECHNICAL SUPPORT ADVISOR
Leixir Dental Group
Spring, TX
Job Title: Client Technical Support Advisor Job Summary:
Added 14 mins ago
Clinic Director - RN
IV Nutrition
Brookfield, WI
Are you a passionate RN leader excited to drive proactive wellness, optimize health, and enhance client vitality through education and innovative IV nutrient drips? IV Nutrition is hiring a…
Added 16 mins ago
Warehouse Associate
LCH Lab. Corp. of America Holdings
Burlington, NC
…intelligent digital solutions and data-driven innovation across our operations to enhance how work gets done and deliver greater value to customers and patients. With our global scale and…
Added 16 mins ago
LL
Sales Support Coordinator- Southeast/Tampa
LCA Lab. Corp. of America
Tampa, FL
- $19 to $28 USD / hour
…intelligent digital solutions and data-driven innovation across our operations to enhance how work gets done and deliver greater value to customers and patients. With our global scale and…
Added 19 mins ago
EA
Custodial Supervisor I Queens
Elite Amenity Management
Flushing, NY
- $40,000 to $50,000 USD / year
…and more - creating exceptional amenity experiences for every…
Added 20 mins ago
Commercial Real Estate Relationship Manager
WSFS Bank
Wilmington, DE · Berwyn, PA · Philadelphia, PA
Must possess demonstrated experience in business development, prospecting, and managing commercial client relationships and portfolios, with an established network of centers of influence.
Added 21 mins ago
ZB
Traveling New Accounts Teller (40 Hours) – Utah County
Zions Bancorporation
UT
- From $19 USD / hour
We are now accepting applications for our Retail Support Customer Service Associate MLO position. The ideal candidate for this position will have the skills and experience necessary to:
Added 22 mins ago
Associate Director, Customer Success
ZMC-US ITMR Itamar Medical
Remote, United States
The Associate Director, Customer Success is responsible for leading the post-sale customer experience for ZOLL Itamar solutions, with a primary focus on WatchPAT programs and IDTF-related…
Added 24 mins ago
Seasonal Associate
Sephora
Boulder, CO
As a Seasonal Associate, you'll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You'll…
Added 27 mins ago
Associate Campaign Manager, Client Success - Markets
CCM iHeartMedia Management Services, Inc. | Corp
Remote, United States
Ensure client goals are met through proactive management and optimization
Added 28 mins ago
FACILITY ADMINISTRATOR
The GEO Group
Big Spring, TX
…direction of the company and within the scope defined by the client agency. Has budgetary responsibility for all facility…
Added 28 mins ago
HR Administrative Assistant/Receptionist
Gonzalez Group
Pontiac, MI
Assist with day-to-day operations of the HR functions and duties, including maintaining employee records and providing administrative support to all employees.
Added 28 mins ago
FACILITY ADMINISTRATOR
The GEO Group
Big Spring, TX
…direction of the company and within the scope defined by the client agency. The Facility Administrator has budgetary responsibility for all facility…
Added 28 mins ago
Associate Director, Head of U.S. Legal Operations
Scotiabank
Dallas, TX
The Head of U.S. Legal Operations contributes to the overall success of the U.S. Legal Department with responsibility for managing and continuously improving the business and operational…
Added 30 mins ago
PC
Regional Property Manager (Newark, NJ) Multi-Family Affordable Housing)
Pratum Companies
Newark, NJ
- $105,005 to $125,000 USD / year
SUMMARY: The Regional Property Manager is responsible for managing operations and maximizing financial value of a diverse, multi-site residential portfolio of affordable (LIHTC, HUD Section…
Added 35 mins ago
General Manager (CRE)
Cushman & Wakefield U.S., Inc.
GA
Regularly associate with tenants to insure their reasonable satisfaction with building operations. Interact with tenants along with Property Manager on problems that may occur
Added 37 mins ago
Controls Project Manager
Johnson Controls Inc.
United States
Minimum Qualifications: Associate degree in Construction Management, Engineering Technology, HVAC Technology, Building Automation Systems, or a related field, with a minimum of four years…
Added 37 mins ago
Customer Service Representative - Digital Assets
Fidelity Digital Assets, NA
Salt Lake City, UT · Durham, NC · Westlake, TX
…delivering those solutions to customers and prospects. The Client Service Associate (CSA) will work within a team structure focused on providing a world-class experience for Fidelity…
Added 39 mins ago
A
Sales & Service Lead (Full-Time) - The Summit Birmingham
ALO
Birmingham, AL
- $15 to $17 USD / hour
- Full-time
Use company performance tools to evaluate each operations associate and provide constant feedback to drive individual growth and improvement in partnership with the store leader

Wells Fargo Clearing Services, LLC

Client Associate

TAMPA, FL, United States

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Job details

Apply by: Nov 4, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

About this role:

Join Wells Fargo’s Wealth & Investment Management team as a Profit Formula Client Associate and help drive an exceptional client experience. You will work closely with Profit Formula Financial Advisors and cross-functional partners to support client needs, enhance service delivery, and build strong, lasting relationships. The Client Associate serves as a key point of contact for clients, managing day-to-day service requests, supporting account maintenance, and ensuring operational excellence. This position offers the opportunity to build strong relationships, enhance client satisfaction, and contribute to overall business growth while developing knowledge of wealth management products and services.

In this role, you will:

Support Profit Formula Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks
Identify ways to improve Profit Formula Brokerage Client Support processes and offer Profit Formula Brokerage Client Support work group ideas
Perform moderately complex administrative and operational tasks within Profit Formula Brokerage Client Support functional area
Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
Establish and maintain files to meet the firms regulatory requirements
Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

Required Qualifications:

1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Knowledge of financial services and brokerage operations, including account management, account servicing, and adherence to compliance requirements within a regulated environment.
Demonstrated ability to deliver exceptional customer service while building and maintaining strong relationships through active listening, responsiveness, and professionalism.
Strong written and verbal communication skills with the ability to effectively interact with clients, Financial Advisors, and business partners.
Proven ability to collaborate across teams and partner effectively with internal stakeholders to resolve client needs and support business objectives.
Ability to independently manage work while maintaining accountability, organization, and consistent follow-through on client and business commitments.

Job Expectations:

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.

Posting location:

4030 W Boy Scout Blvd

TAMPA, FL 33607

Posting End Date:

3 Nov 2026*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

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