Brokerage Support Specialist jobs at Wells Fargo in United States, San Francisco
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Company (1)
Job type
Job categories
Job title (1)
United States
State
San Francisco
10 jobs found
15.07.2025
WF
Wells Fargo Branch Support Manager United States, California, San Diego
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
Serve as primary escalation point of contact for operational and serviceinquiries/escalationsfrom FAs, CAs, branches, the back office, clients, and other Support Center Operational associates. Have responsibility for all day-to-day brokerage...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Conduct ongoing monitoring to ensure conformity with internal policies, applicable laws and regulations. Have responsibility to supervise the activities of representatives (e.g., financial advisors) to ensure their compliance with FINRA...
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
Experience in Natural Language Processing and Machine Learning model development and testing. Programming languages used for statistical analysis and data programming including SAS, R, C++, Python, SQL, and MATLAB. Experience...
Source and evaluate new direct lending investment opportunities. Provide value added advice and enhance strategic dialogue with key clients and top prospects of the bank. Lead and participate in the...
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
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