client account assistant

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a Lead Brokerage Client Assistant - RCAST &amp; Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com . 
 
In this role, you will:<ul><li>
Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks</li><li>
Support performance of less experienced Remote Client Associate Support Team (RCAST) staff and assist in research of performance data for investment options</li><li>
Proactively provide feedback and present ideas for improving or implementing administrative and operational processes and tools within RCAST Brokerage and Client Support functional area</li><li>
Perform complex administrative tasks, including opening accounts and processing paperwork</li><li>
Work with internal departments and clients to solve service and operational issues</li><li>
Process processing client service requests</li><li>
Provide assistance to financial advisors by furnishing account information and quotes, establishing new accounts, and processing deliveries and payments</li><li>
Provide subject matter expertise and interpretation of procedures to less experienced staff</li><li>
Interact with immediate RCAST Brokerage Client Support team, functional area, and internal peers outside work group on wide range of information, as well as internal and external customers</li></ul>
Required Qualifications:<ul><li>
6+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li></ul>
Desired Qualifications:<ul><li>
Brokerage client support experience</li><li>
Administrative support experience in financial services</li><li>
Experience interacting directly with customers</li><li>
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills</li><li>
Client service focus with the ability to listen to customer needs and recommend solutions</li><li>
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment</li></ul>
Job Expectations:<ul><li>
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
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</li><li>
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.</li><li>
This position is not eligible for Visa Sponsorship</li></ul>
Posting Location: 2801 Market St, F &amp; L Bldg., St Louis, MO 63103 
 
Posting End Date:
 
5 Mar 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.</div>

Lead Brokerage Client Assistant - RCAST & Registered

Gurstel Law Firm, P.C.

<div>GURSTEL LAW FIRM, P.C. &ndash; Client Assessment Assistant 
JOB SUMMARY as a Client Assessment Assistant you will be responsible for performing a variety of tasks including, but not limited to:<ul><li>
Responsible retrieving and appending media documents from firm System of Record to external client systems.</li><li>
Review and analyze scanning errors.</li><li>
Data entry and documentation of system of record as needed.</li><li>
Reviews client SOPs to maintain accuracy and comply with client standards.</li><li>
Conduct weekly and monthly assessments of key elements as outlined in the Client Directive and Audit Program.</li><li>
Work with vendors and firm employees for timely completion of assessment deliverables.</li><li>
Conduct ad hoc assessments of key firm processes where applicable.</li><li>
Demonstrates the Firm&rsquo;s Core Values of Do Right, Achieve Results and Maintain Integrity.</li><li>
All other duties as assigned.</li></ul><h1 class="jobSectionHeader">
QUALIFICATIONS AND SKILLS</h1><ul><li>
Competency in Microsoft applications including Word, Excel and Outlook. Organizational, verbal and written communication skills a must.</li><li>
Attention to detail, ability to multi-task in a fast-paced high-volume environment is required.</li><li>
Self-Starter and motivated.</li><li>
Must be a quick learner with good problem-solving skills.</li><li>
A dependable work ethic and commitment to providing quality service is a must.</li><li>
Must be a mature individual who is able to work both independently and in a team environment.</li><li>
Ability to stand, sit, or walk for extended periods of time</li><li>
Ability to bend, lift, or carry up to 10 pounds</li></ul>
COMPETENCIES<ul><li>
Accountability 15%</li><li>
Dependability 15%</li><li>
Judgment &amp; Problem Solving 30%</li><li>
Planning &amp; Organizing 15%</li><li>
Reliability 25%</li></ul>
TRAVEL &ndash; This position requires up to 0-5% travel. Travel excludes local commute.
COMPENSATION AND BENEFITS<ul><li>
Medical, Dental, Vision, STD, LTD, Life, Accident, Critical Illness, Long-Term Care, Pet Insurance, 401k, Profit Sharing, and Student Debt Retirement Savings Program.</li><li>
Paid Time Off (PTO)/ Paid Holidays</li></ul> 
Gurstel Law Firm, P.C. (hereinafter &ldquo;the Firm&rdquo;) is multi-state litigation law firm representing creditors in all aspects of legal collection process. The Firm is headquartered in Golden Valley, Minnesota with offices in Arizona, California, Iowa, Minnesota, Nebraska, Nevada, Utah, and Wisconsin. Its practice is focused on the development of attorneys&rsquo; litigation skills, strategies and industry knowledge.
CULTURE At Gurstel, we operate on our Core Values of Doing Right, Achieving Results, and Maintaining our Integrity. We champion diversity and are a very fast-paced, enthusiastic group of people! Success is celebrated and we are looking for people who share those same values with the drive to exceed expectations and think outside the box! Our culture is what makes our Firm a fun and rewarding place to work.
EOE- Gurstel Law Firm, P.C. is an Equal Opportunity Employer (M/W/D/V) dedicated to diversity in the workplace and offers a great work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.</div>

Client Assessment Assistant

HA-Technologies

Job description:Responsibilities:<ul><li>Assist with day-to-day account management tasks, including data entry, record keeping, and communication with clients.</li><li>Conduct research and prepare reports on client needs and industry trends.</li><li>Develop and maintain strong relationships with assigned clients, proactively communicating and addressing their needs.</li><li>Support the account management team with project coordination and administrative tasks.</li><li>Attend meetings and presentations as needed.</li><li>Stay up-to-date on industry best practices and relevant software tools.</li><li>Participate in professional development opportunities as assigned.</li></ul>Qualifications:<ul><li>Enrolled in an undergraduate or graduate degree program in business, marketing, communications, or a related field.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills, both written and verbal.</li><li>Ability to work independently and as part of a team.</li><li>Proficient in Microsoft Office Suite, with a willingness to learn new software.</li><li>Detail-oriented and highly organized.</li><li>Strong work ethic and a willingness to learn.</li></ul>Benefits:<ul><li>Gain valuable experience in the field of account management.</li><li>Learn from experienced professionals and gain mentorship.</li><li>Develop essential business skills that will be valuable in any future career path.</li><li>Network with industry professionals and build relationships.</li><li>Opportunity for potential part-time or full-time employment upon graduation (optional).</li></ul>To Apply:Job Types: Full-time, InternshipContract length: 6 monthsJob Type: Full-timeWork Location: In person

Account Intern

GHA Marketing Ltd

Position: Client Content Account &amp; QA Manager Job Type: Full-Time Location: Lahore (Gulberg, III, Lahore) Working Hours: Monday to Friday | 10:00 AM &ndash; 6:00 PMJob DescriptionAbout the Role We are looking for a highly detail-oriented Client Content Account &amp; QA Manager to oversee end-to-end podcast execution for multiple clients. This role is responsible for quality control, publishing, scheduling, client communication, and workflow management across audio, video, and written podcast assets. This is not a creative editing role. This is a systems, quality, and operations role that ensures every asset delivered to clients is accurate, polished, compliant, and published correctly across all platforms.Key Responsibilities Quality Assurance &amp; Review<ul><li>Perform thorough quality checks on podcast videos, audio files, show notes, articles, clips, and thumbnails using structured checklists</li><li>Identify errors, inconsistencies, compliance issues, and brand mismatches across all assets</li><li>Ensure final deliverables meet internal standards and client-specific guidelines before approval</li></ul>Publishing &amp; Scheduling<ul><li>Schedule and publish podcast episodes on YouTube, Spotify, Apple Podcasts, and other podcast platforms</li><li>Upload, optimize, and manage episode metadata including titles, descriptions, tags, timestamps, and thumbnails</li><li>Maintain and manage content calendars for podcasts, clips, and related assets</li></ul>Client &amp; Account Management<ul><li>Act as the primary point of contact for assigned clients</li><li>Communicate updates, timelines, feedback, and approvals clearly and professionally</li><li>Ensure smooth coordination between internal teams (editors, writers, designers) and clients</li></ul>Workflow &amp; Operations Management<ul><li>Manage multiple client workflows simultaneously without delays or quality drops</li><li>Track asset movement from raw files &rarr; edited &rarr; QA &rarr; publishing &rarr; client delivery</li><li>Ensure deadlines are met and bottlenecks are identified early</li></ul>Documentation &amp; Process <ul><li>Follow and improve SOPs, QA checklists, and workflow systems</li><li>Maintain organized records of published episodes, revisions, and approvals</li></ul>Required Skills &amp; Experience<ul><li>Strong experience in podcast management, content operations, or media QA</li><li>Exceptional attention to detail and ability to spot errors others miss</li><li>Hands-on knowledge of YouTube, Spotify, Apple Podcasts, and podcast hosting platforms</li><li>Experience managing multiple clients and fast-moving workflows</li><li>Clear written and verbal communication skills</li><li>Comfortable working with structured processes, checklists, and deadlines</li></ul>Job Type: Full-timePay: Rs70,000.00 - Rs90,000.00 per monthEducation:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>1-2: 1 year (Required)</li></ul>Location:<ul><li>Lahore (Required)</li></ul>Work Location: In person

Client Content Account & QA Manager

Asif Rice Mills

Company: A.R.M Group of CompaniesPosition Title: Accounts/Audit AssistantPosition Based In: DHA, Karachi &ndash; PakistanGender: MaleExperience: Minimum 6 months to 1 year ExperienceJob Description:<ul><li>Reconcile invoices and identify discrepancies.</li><li>Create and update expense reports.</li><li>Process reimbursement forms.</li><li>Prepare bank deposits.</li><li>Enter financial transactions into internal databases.</li><li>Check spreadsheets for accuracy.</li><li>Maintain digital and physical financial records.</li><li>Taxation Knowledge</li></ul>Requirements and skills<ul><li>&middot; Qualification: Graduation B.COM /BBA</li><li>&middot; Work experience as an Accounting Assistant or Accounting Clerk</li><li>&middot; Knowledge of basic bookkeeping procedures</li><li>&middot; Familiarity with finance regulations</li><li>&middot; Good math skills and the ability to spot numerical errors</li><li>&middot; Hands-on experience with MS Excel and accounting software (e.g. QuickBooks)</li><li>&middot; Organization skills</li><li>&middot; Ability to handle sensitive, confidential information</li></ul>Apply: send CV at hr@asifrice.com mention job title in subject lineJob Type: Full-timePay: Rs40,000.00 - Rs45,000.00 per monthWork Location: In person

Account/Audit Assistant

Transitions Wealth Management

Executive Assistant Join the dynamic team at Transitions Wealth Management as their Executive Assistant providing basic daily office operations, administrative, and client support to leadership and advisory team. This role is client-facing in nature, serving as a primary point of contact for basic inquiries while supporting day-to-day operations of the firm. The ideal candidate is highly organized, detail-oriented, and comfortable working within a financial services environment, with a strong emphasis on accuracy, follow-through, and client service.This position is client-facing for administrative and operational needs but is not intended to replace advisor-led client conversations. Advisors remain the primary contacts for financial planning, strategy, and complex client discussions.What you will be doing:&middot; Answering incoming phone calls and respond to basic client inquiries&middot; Greet and assist clients visiting the office&middot; Communicate with clients to request, collect, and follow up on required paperwork&middot; Coordinate client mailings and outgoing correspondence&middot; Serve as a professional, welcoming first point of contact for the firm&middot; Deposit checks and process incoming and outgoing correspondence&middot; Open new accounts and prepare paperwork for account maintenance&middot; Set up and document money movement requests&middot; Monitor and manage system &ldquo;action items&rdquo; and workflow tasks&middot; Handle trade corrections as needed&middot; Maintain accurate client records and documentation&middot; Support advisors with operational tasks and scheduling as needed&middot; Ensure internal processes are followed accurately and efficiently&middot; Maintain confidentiality of client and firm information&middot; Escalates appropriately to CoS when necessaryFinancial Operations Support: <ul><li>Assist with IRA-related administrative tasks, including:</li><li>Running Required Minimum Distribution (RMD) lists</li><li>Updating IRA beneficiaries</li><li>Supporting contribution and distribution documentation</li><li>Coordinate paperwork related to account changes and compliance requirements</li></ul>What you&rsquo;ll need:<ul><li>Experience (2+ years) in a professional client facing environment as an executive assistant, or operations support role</li><li>Strong attention to detail and organizational skills</li><li>Excellent written and verbal communication skills</li><li>Professional demeanor with clients and colleagues</li><li>Ability to manage multiple tasks and prioritize effectively</li><li>Proficiency with office technology and client management systems</li></ul>Nice to have skills:<ul><li>Experience in financial services, wealth management, or banking strongly preferred</li><li>Working knowledge of financial concepts (IRAs, contributions, distributions, account types) is highly desirable</li></ul>What we offer:&middot; Competitive salary and benefits&middot; Opportunities for professional growth&middot; A dynamic and collaborative team environmentPay: From $42,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Executive Assistant

Y K groups

Openings for Accounts AssistantQualification - B.com / Any degreeExperience - 6 months to 2 yearssalary - 13000 to 20,000 per monthLocation - Peelamedu , coimbatoreMore details please call us -9894491760Job Description -We are hiring for Machine Manufacturing IndustryKey Responsibilities and Duties<ul><li>Data Entry: Recording financial transactions, including sales, purchases, and expenses into accounting software.</li><li>Accounts Payable/Receivable: Processing invoices, verifying bills, managing vendor payments, and chasing debt.</li><li>Reconciliation: Reconciling bank statements, credit cards, and vendor statements to ensure accuracy.</li><li>Administrative Tasks: Filing documents, maintaining digital/physical records, and handling correspondence.</li><li>Financial Reporting: Assisting with the preparation of balance sheets, income statements, and budget reports.</li></ul>Required Skills and Qualifications<ul><li>Experience: Generally requires 6months -2 years of accounting experience or relevant education (e.g., accounting degree or diploma).</li><li>Technical Skills: Proficiency in MS Excel and accounting software like Tally</li><li>Soft Skills: High attention to detail, strong organizational skills, ability to meet deadlines, and discretion with confidential information.</li></ul>#sjJob Types: Full-time, PermanentPay: ₹13,000.00 - ₹20,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Paid sick time</li></ul>Ability to commute/relocate:<ul><li>Saravanampatti, Coimbatore, Tamil Nadu: Reliably commute or willing to relocate with an employer-provided relocation package (Required)</li></ul>Experience:<ul><li>Tally: 1 year (Required)</li></ul>Work Location: In person

Accounts Assitant

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