Senior Fiduciary Administrator 3 - Client Management Team
Company: Wells Fargo
Location: Winston Salem
Posted on: April 10, 2021
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Job Description:
Job DescriptionImportant Note: During the application process,
ensure your contact information (email and phone number) is up to
date and upload your current resume when submitting your
application for consideration. To participate in some selection
activities you will need to respond to an invitation. The
invitation can be sent by both email and text message. In order to
receive text message invitations, your profile must include a
mobile phone number designated as 'Personal Cell' or 'Cellular' in
the contact information of your application. At Wells Fargo, we are
looking for talented people who will put our customers at the
center of everything we do. We are seeking candidates who embrace
diversity, equity and inclusion in a workplace where everyone feels
valued and inspired.Help us build a better Wells Fargo. It all
begins with outstanding talent. It all begins with you.Wealth &
Investment Management, or WIM, is one of the United States' leading
providers of financial and investment services. WIM provides a full
range of personalized wealth management, investment, and retirement
products and services to meet clients' unique needs and help them
achieve financial goals. Our mission is to help clients pursue
their financial goals with confidence. We accomplish this by:o
Building enduring client relationships through sound, thoughtful,
and objective adviceo Developing individualized plans for clients
to help meet their financial objectiveso Helping clients build,
manage, preserve, and transition their financial resources and
wealthWIM serves clients through the following businesses:o Wells
Fargo Private Bank serves high-net-worth individuals and families.o
Abbot Downing serves ultra-high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to
clients through more than 13,200 full-service financial advisors
and referrals from more than 5,450 licensed bankers. o Wells Fargo
Asset Management brings together a strategic balance of investment
capabilities to serve the investment needs of institutions,
financial advisors, and individuals worldwide.Through Wells Fargo
Private Bank and Abbot Downing, WIM is also a leading provider of
trust, investment, and fiduciary services, including personal trust
services and a number of specialized wealth services designed to
meet the diverse needs of high-net-worth clients.As part of its
vision for a flatter, more nimble organization that is easier to do
business with, Wealth and Investment Management (WIM) has created
horizontal functions known as centers of excellence to support all
client coverage channels. Banking, Lending, & Trust is a center of
excellence that brings teams and functions currently found across
WIM's consumer businesses under a common, WIM-level organization.
The group is focused on transforming from channel-based to
client-focused solutions and delivery in an effort to reduce
operational risk, improve efficiency, increase
consistency/coordination, and bring focus on product management /
development to deliver innovative growth and improve the client
experience. Additionally, the new group will deliver a WIM-level
culture of product management excellence by creating a culture of
innovation, product excellence, client service and risk mitigation.
The Senior Fiduciary Administrator 3 on the Client Management Team
administers the client account in order to create, expand and
service WIM fiduciary client relationships while managing the risk
of those accounts. Responsible for making sound fiduciary judgments
and recommendations. Duties may include: setting up, administering,
terminating and distributing complex accounts of all types.
Identifies customer needs and offers solutions. Develops knowledge
of investment strategies, objectives, asset allocations.
Communicates directly with clients, WF partners and centers of
influence as well as external resources, e.g. accountants or
attorneys, who are related to the client accounts as part of
day-to-day administration. Partners with WM professionals to
identify and develop financial planning opportunities. Analyzes
trust/financial information, reacts accordingly and reprioritizes
as appropriate. May act as mentor or team leader to provide work
direction. Required Qualifications
Keywords: Wells Fargo, Winston-Salem , Senior Fiduciary Administrator 3 - Client Management Team, Executive , Winston Salem, North Carolina
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