Wells Fargo Customer Service Associate 

United States, North Carolina, Charlotte 

524700668

In this role, you will:

• Provide support to internal and external 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 services
• Provide information to managers as well as internal and external customers to resolve customer issues

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:

• 1+ years of financial customer service experience.
• Experience processing complex transactions and 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.
• Financial product & service knowledge.
• Knowledge of investment terminology.
• Contact center experience.

Job Expectations:

• Hybrid schedule : 3 days in-office, 2 days remote
• Shift range : Between 8:00 AM and 7:00 PM , based on your availability
• Office locations :
  • 1525 W WT Harris Blvd, Charlotte, NC
  • 2801 Market St, F & L Building, Saint Louis, MO

Wells Fargo Recruitment and Hiring Requirements:

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