Customer Service Associate - Asset Movement

About this role:

 

Wells Fargo is seeking a Customer Service Associate for the Asset Movement Vertical in Brokerage Field Services as part of Wealth and Investment Management Operations. The Customer Service Associate will be responsible for responding to inquiries and issues from internal customers on a variety of complex financial products, services and/or select customer segments through phone support. Will answer inquiries, resolve problems, and provide a best-in-class experience while adhering to work guidelines, policies, and regulations. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Provide support to internal customers in account management, operations, documentation, and technical support

• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact

• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements

• Act as a primary support person for the customer and internal partners supporting customer service

Required Qualifications:

• 6+ months 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

Desired Qualifications:

• Contact center experience

• Financial services experience

• Experience with BETA, SmartStation, & Agent Desktop

• Knowledge of investment terminology

• Credit margins knowledge

• Experience performing extensive research to resolve complex customer inquiries

• Excellent verbal, written, and interpersonal communication skills

• Ability to navigate multiple computer system windows, applications, and utilize search tools to find information

• Ability to interact effectively with internal and external partners and clients/customers

• Basic Microsoft Office skills

• A BS/BA degree or higher

 

Posting Locations:

• 1 N Jefferson Ave, St. Louis, MO 63103
• ​1525 W WT Harris Blvd, Charlotte, NC 28262
• Ability to work a hybrid schedule is required

Posting End Date: 

18 Feb 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin,