About this role:Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .In this role, you will:Participate in less complex customer financial account relationship servicesIdentify customer needs and offer solutions while managing the risk of accountsAdminister client accounts in order to create, expand, and serve relationshipsReview basic issues, policies, or procedures for which answers can be quickly obtained related to moderately complex risk tasks and deliverablesDevelop knowledge of investment strategies, objectives, and asset allocationsAnalyze trust and financial information and prioritize as appropriateSet up, administer, terminate, and distribute moderately complex accounts of all typesReceive direction from supervisor and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirementsCommunicate directly with clients, Wells Fargo partners, and external resourcesProvide work directionCollaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
About this role:Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com .In this role, you will:
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