Customer Service Associate Licensed-Service Fulfillment
About The Position
About this role: Wells Fargo is seeking a Licensed Customer Service Associate for the Investment Contact Center (ICC). In this role, you will: Participate in supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service Review less complex products and services to customers Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements Collaborate and consult with managers, functional colleagues and stakeholders Provide assistance to frontline staff
Requirements
- 6+ months of Customer Service - Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Active FINRA Series 7, and 63 (or 66) exams
- Experience working within the Investment Contact Center
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to work independently
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Strong collaboration skills
Responsibilities
- supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service
- Review less complex products and services to customers
- Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts
- Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements
- Collaborate and consult with managers, functional colleagues and stakeholders
- Provide assistance to frontline staff
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
