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Wells Fargo Escalations Representative October class 
Philippines, Caloocan 
360210689

18.08.2024


In this role, you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services
  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
  • Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
  • Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
  • Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly


Required Qualifications:

  • 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • With experience in wealth management or brokerage.


Job Expectations:

  • To work 100% on-site and on evening shift.

5 Sep 2024


Wells Fargo Recruitment and Hiring Requirements:

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