In this role, you will:
- Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
- Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
- Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
- Provide subject matter expertise and interpretation of procedures to less experienced staff
- Interact with immediate team, functional area and internal peers outside work group on wide range of information
Required Qualifications:
- Experience in Customer Service- Licensed, or equivalent demonstrated through one or a combination of the following: work experience, training or education
- Active license or successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63
Desired Qualifications:
- Minimum of 2 years in a customer service (voice) preferably in Brokerage Services
- Good communication skills
Job Expectations:
- Willing to work onsite (BGC office)
- Willing to work US hours
20 Feb 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.