In this role, you will:
- Supervise Client Associates in internal and external customer inquiries, complaints, and disputes resolution tasks and processes to ensure timely completion, quality, and compliance in customer service
- Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service
- Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures
- Collaborate and consult with internal partners, relationship managers, and colleagues to ensure customer satisfaction
- Interact directly with external customers
- Manage allocation of people and financial resources for customer service
- Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
- 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education
- 1+ year of leadership experience
Desired Qualifications:
- Minimum of 2 years experience in brokerage operations and/or client support and/or back-office manager role preferably in the banking space.
- Active FINRA Series 7 and 9/10 licenses, required
- Stakeholder management and experience leading transition projects, transformation or process improvement initiatives, as well as experience setting up new businesses.
- Strong team management and stakeholder management experience
- Willing to work US hours
- Willing to work on site (BGC office)
Job Expectations:
- Manage and develop a team of Client Associates who provide low to moderately complex client support, and engage key stakeholders and business partners associated with client support
- Identify productivity standards and goals, growth opportunities, and risk control development.
- Make decisions and resolve issues regarding escalated client inquiries to meet business objective.
- Interpret and develop standards and goals for client support.
- Collaborate and consult with more experienced management, internal partners, relationship managers, and colleagues to ensure client satisfaction
- Manage allocation of people and financial resources
- Mentor and guide talent development of direct reports and assist in hiring talent
21 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.