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Wells Fargo Customer Service Specialist licensed United States, Minnesota, Minneapolis 564175671
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In this role, you will:
Participate in supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service- Licensed
Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements
Collaborate and consult with colleagues, internal partners and stakeholders
Provide guidance to less experienced staff
Required Qualifications:
2+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
2+ years of brokerage customer service experience in a licensed environment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Ability to process complex transactions and perform extensive research to resolve complex customer issues
Experience meeting high production and quality standards
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Experience importing, exporting, and manipulating data using Microsoft Excel
Job Expectations:
Willingness to work on-site at stated location on the job opening
Work schedule may vary between 7 am – 8 pm Monday – Friday. Ability to work nights, weekends, and/or holidays as needed. Schedules will be set as need is determined.
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. This will be communicated at time of offer acceptance. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
Posting Location:
Minneapolis, Minnesota
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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