Jobs in the United States

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Added 2 mins ago
TO
Retail Part Time Store Associate
The ODP Group
Washington, PA · PA
- Part-time
As a Part Time Retail Store Associate at Office Depot, your part-time role is vital to our continued success in today's retail landscape. You'll engage with customers in a friendly and…
Added 5 mins ago
Infra and DevOps Cloud Architect - Delivery Architect, Infrastructure Engineering Technical Solutions
Deloitte
Lake Mary, FL
…innovation, and help make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and reengineering operations and processes that are critical…
Added 5 mins ago
CG
COOK (PART TIME)
Compass Group, North America
Lake Mary, FL
- $17 to $20 USD / hour
- Part-time
…commitment to our associates to put their career path, safety, and success as top priority, and to our client to provide top quality food product and service to our customers and…
Added 5 mins ago
CG
EVENT CATERING WAIT STAFF (ON CALL)
Compass Group, North America
Lake Mary, FL
- $25 USD / hour
…commitment to our associates to put their career path, safety, and success as top priority, and to our client to provide top quality food product and service to our customers and…
Added 5 mins ago
Associate Banker, 30 Hours, Vero Beach, FL Area - Multiple Locations
JPMorgan Chase
Vero Beach, FL
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 5 mins ago
PP
Presort Associate 1
PB Presort Services LLC
United States
- $16 USD / hour
Must have current work experience at Pitney Bowes as a Warehouse Mail Sorter
Added 5 mins ago
Associate Banker, 30 Hours, Naples, FL Area - Multiple Locations
JPMorgan Chase
Naples, FL
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 5 mins ago
Associate Banker, 30 Hours, Fort Myers/Cape Coral, FL Area - Multiple Locations
JPMorgan Chase
Fort Myers, FL · Lehigh Acres, FL · Estero, FL · Cape Coral, FL
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 6 mins ago
UNIT MARKETING MANAGER - UNIVERSITY OF NORTH FLORIDA
Compass Group, North America
Jacksonville, FL
…together by a desire to feed hungry minds and prepare students for…
Added 6 mins ago
Assistant Vice President, AI Presales
Cognizant
Tampa, FL
· Proven track record of building trust, demonstrating ownership, exercising sound judgment and fostering an inclusive culture that supports growth and associate success.
Added 6 mins ago
Contract Support Associate
CBRE
Orlando, FL · Tampa, FL
As a CBRE Contract Support Associate, you will provide exceptional customer service and administrative support to a large Business Unit, Facility, or Account.This job is part of the…
Added 6 mins ago
SAP - OTC - Manager - Consulting - Location OPEN
EY
Miami, FL
To qualify for the role, you must have
Added 6 mins ago
FINANCE MANAGER
Compass Group, North America
Fort Myers, FL · Miami, FL · Boca Raton, FL · Orlando, FL · Tallahassee, FL · Pensacola, FL · Hialeah, FL · Naples, FL · Jacksonville, FL
…Every team member knows they matter and owns a stake in our success, delivering hospitality…
Added 6 mins ago
Customer Experience Manager- EdTech
Accenture
St. Petersburg, FL · Orlando, FL · Miami, FL
(If Associate Degree, must have minimum 6 years work experience)
Added 6 mins ago
K
BALENCIAGA Sales & Client Advisor (Keyholder) | Greene St
Kering
NY · New York
- $23 to $25 USD / hour
We are currently seeking a Sales & Client Advisor (Keyholder) who will report to the Store Director.
Added 8 mins ago
Associate Banker, 30 Hours, Braintree, MA - Braintree Branch
JPMC page
Braintree, MA
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 8 mins ago
Associate Banker, 30 Hours, Slidell, LA - East Gause Branch
JPMC page
Slidell, LA
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 17 mins ago
Facilities Engineering & Design Senior Leader
Olsson
Omaha, NE
Identify opportunities to grow existing client relationships, expand services, and pursue new clients and markets.
Added 18 mins ago
Superintendent
Wharton-Smith
Palm Beach Gardens, FL · Port St. Lucie, FL · Vero Beach, FL · Palm Bay, FL · Palm City, FL
Current OSHA 30-Hour certification required · Current First Aid & CPR certification required
Added 18 mins ago
Superintendent
Wharton-Smith
Palm Beach Gardens, FL
Current OSHA 30-Hour certification required · Current First Aid & CPR certification required
Added 18 mins ago
Inside Sales
Contract Hardware
Altoona, PA
Why Work With Us? We are committed to your success, both personally and professionally. You’ll have access to:
Added 18 mins ago
Project Manager
Contract Hardware
Altoona, PA
We are committed to your success, both personally and professionally. You’ll have access to:
Added 33 mins ago
Relationship Banker - Fleming Island Financial Center
Bank of America, National Association
United States
…opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and…
Added 33 mins ago
Relationship Banker - Plaza Office Financial Center
Bank of America, National Association
United States
…opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and…
Added 33 mins ago
Relationship Banker - Gainesville area
Bank of America, National Association
United States
…opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and…

Closed listing

Wells Fargo Clearing Services, LLC

Client Associate

TAMPA, FL, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Closing date: Nov 4, 2026
Posting language: English
Posted: Nov 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

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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Jobs in the United States