Customer Service Associate Manager - RCAST

About this role:

Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo Advisors (WFA) in Wealth & Investment Management (WIM).  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Supervise Registered and Unregistered Client Associates
• Support Financial Advisors within the WFA footprint
• Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service
• Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures
• Collaborate and consult with internal partners, field leaders, and colleagues to ensure customer satisfaction
• Interact directly with internal partners
• Manage allocation of people and financial resources for financial advisor support
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of leadership experience
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Brokerage client support experience or financial services industry experience
• Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents)
• Demonstrated change management and conflict resolution skills
• Ability to assess issues, make quick decisions, implement solutions, and influence change
• Customer service focus with the ability to balance needs of clients, shareholders, and team members
• Expert brokerage operational knowledge
• Intermediate Microsoft Office skills

 

Job Expectations:

• Registration for FINRA Series 9/10 must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire.  FINRA recognized equivalents will be accepted. 
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition state registration, 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 review process at the time of offer acceptance.
• 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.
• 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 not eligible for Visa sponsorship.

Posting Location: 1525 W WT Harris Blvd – Charlotte, North Carolina 28262-8522

Posting End Date: 

7 May 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employe