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:
- 2+ years of Securities Operations
- Experience with BETA, Pega and SmartStation
- Ability to read legal documents
- Experience in Deceased management process
- Ability to identify potential operational issues and legal risks
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Effective organizational, multi-tasking, and prioritizing skills
- Intermediate Microsoft Office skills
- Experience working with changing priorities and deadlines
- Strong attention to detail and accuracy skills
- Solid problem solving skills
- Excellent verbal, written, and interpersonal communication skills
- Experience meeting high production and quality standards
- Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, identifying complaint language, and recommending solutions
Job Expectations:
Monday Thru Friday 8am-4:30pm may varies in time
Possible overtime base on business needs, could require
Training:
- Training period will be for 4-6 weeks with continued on-the-job training.
- Training hours are 8:00 a.m. – 4:30 p.m. Monday – Friday CST. You are required to attend the full duration of this paid 4-6 weeks of training.
- We’re open from Monday - Friday, 8:00 a.m. – 4:30 p.m CST. Your regular work schedule will be based on business need and will include working at least one weekend day
- This position offers a hybrid work
- No relocation
- This position is not eligible for Visa sponsorship
- 2801 Market St, F & L Bldg - Saint Louis, MO 6310(Selected candidate must reside within a commutable distance to this location and must be able to work on-site at the posted location )
16 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.