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:
- Call center customer service experience in the financial services industry
- Banking or financial operations experience
- Knowledge and understanding of brokerage industry/operations
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to identify and assess issues then make sound decisions
- Highly refined and professional verbal and written communications
- Ability to navigate multiple computer screens while working on the phone
- Strong analytical skills with high attention to detail and accuracy
Job Expectations:
- Training will be combination of OJT and Class
- Working hours will be M-F between the hours of 7am-6pm
- Hybrid 3/2
18 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.