דרושים Processor ב-United States, Arizona, Chandler

Job Description:

Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document uploading, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Financial Solutions Advisors as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.

Required Qualifications:

• Excellent interpersonal and oral/written communication skills

• Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings

• Ability to adapt and embrace change in a highly evolving environment

• Attention to detail and high quality of work standards

• Previous knowledge of client account services and structure is preferred

• Knowledge of asset transition process is preferred

• Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions

• Grasp complex, technical material quickly

• Self-starter with a track record of initiative in normal day to day job duties and proposing solutions to improve efficiency through processes.

Desired Qualifications:

• Form and maintain strong working relationships with internal business partners while working together to better serve clients

• Proactively identify opportunities for process improvement

• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.

• Knowledge of asset transition process is preferred

Additional Skills used:

• Business Operations Management
• Customer Service Management
• Prioritization
• Reporting
• Trade Operations Management
• Data Collection and Entry
• Data and Trend Analysis
• Organizational Effectiveness
• Process Management
• Quality Assurance
• Customer and Client Focus
• Oral Communications
• Research Analysis
• Written Communications

This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Job Description:

Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document uploading, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Financial Solutions Advisors as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.

Required Qualifications:

• Excellent interpersonal and oral/written communication skills

• Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings

• Ability to adapt and embrace change in a highly evolving environment

• Attention to detail and high quality of work standards

• Previous knowledge of client account services and structure is preferred

• Knowledge of asset transition process is preferred

• Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions

• Grasp complex, technical material quickly

• Self-starter with a track record of initiative in normal day to day job duties and proposing solutions to improve efficiency through processes.

Desired Qualifications:

• Form and maintain strong working relationships with internal business partners while working together to better serve clients

• Proactively identify opportunities for process improvement

• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.

• Knowledge of asset transition process is preferred

Additional Skills used:

• Business Operations Management
• Customer Service Management
• Prioritization
• Reporting
• Trade Operations Management
• Data Collection and Entry
• Data and Trend Analysis
• Organizational Effectiveness
• Process Management
• Quality Assurance
• Customer and Client Focus
• Oral Communications
• Research Analysis
• Written Communications

This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-ups, and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

In this role, you will:

• Support Operations in completing larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
• Use technical expertise in the designated area and resolve escalated issues
• Provide feedback and present ideas for improving or implementing processes and customer support
• Perform complex operational and customer support initiatives within Operations functional area
• Assist staff, managers, and colleagues and provide guidance and interpretation of policies and procedures
• Apply technical knowledge and expertise to perform work and action requests
• Provide subject matter expertise and interpretation of procedures to staff
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Money Movement Activities.
• Customer service focus with experience handling complex transactions across multiple systems.
• Well-organized, independent and able to prioritize in a fast-paced environment.
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.

Job Expectations:

• This position currently offers a hybrid work schedule
• Ability to work additional hours as needed

Location:

• 2800 S Price Rd, Chandler, AZ 85286

Other Information:

• Position location listed above.
• Relocation assistance is not available for this position.
• This position is not eligible for Visa Sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.