Wells Fargo Lead Client Associate 

Philippines, Caloocan 

641383451

In this role, you will:

• Support management in the daily administration of individuals that handle customer inquiries and issues for efficient performance and overall effectiveness of customer service team
• Provide feedback and present ideas for improving or implementing processes and tools with customer service area impact
• Perform or guide others on complex escalated customer issues or concerns that require planning, evaluation, and interpretation
• Prioritize work and provide day to day work leadership and mentorship to Customer Service Representatives
• Lead or contribute to improve processes, policies, team performance, and customer satisfaction that require coordination among customer service teams
• Provide guidance and subject matter expertise to Customer Service Representatives on managing the day to day administration
• Handle customer interactions and communicate with other departments to resolve escalated issues and provide a best in class customer experience

Required Qualifications:

• 6+ years of experience in Financial Services, Contact Center or Customer Service, assessing and meeting the needs of customers, solving customer problems, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Minimum of 6 years experience in a customer service role preferably in a banking and financial setting
• At least 1 year in a Subject Matter Expert capacity
• Experience supporting brokerage operations, money movement, IRA or relevant fields preferred
• Proven expertise in efficient back-office processing
• Attentive to detail and exhibits strong problem-solving abilities
• Effective verbal and written communication skills
• Strong presentation skills
• Experience in coaching

Job Expectations:

• Willing to work US hours
• Willing to work onsite (BGC office)

21 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.