Customer Service Associate in CHARLOTTE, North Carolina

About this role:

Wells Fargo is seeking a Customer Service Associate for our Account Openings Maintenance Team under our Wealth and Investment Management Operations division

In this role, you will:

• Provide support to internal customers in account management, operations, documentation, and technical support

• Review basic or tactical customer issues regarding products and services, or account questions 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 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

• 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

• Knowledge and understanding of brokerage industry/operations

Job Expectations:

• Ability to work additional hours as needed

• Ability to work outside of regular business hours

• Ability to work at posted work location

Posting Location(s):

• 2801 Market St, Saint Louis, MO

• 1525 W W T Harris Blvd,Charlotte, NC

Additional Information:

• This position is not eligible for Visa sponsorship.

Posting End Date:

25 Nov 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

Req Number: R-418739