Customer Service Associate

Wells Fargo • Charlotte, NC

31d • Hybrid

About The Position

Wells Fargo is seeking a Customer Service Associate. In this role, you will: Provide support to internal and external customers in account management, operations, documentation, and technical support Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions 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 and external customers to resolve customer issues

Requirements

• 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

Nice To Haves

• 1+ years of financial customer service experience.
• Experience processing complex transactions and performing extensive research to resolve complex customer inquiries.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to navigate multiple computer system windows, applications, and utilize search tools to find information.
• Ability to interact effectively with internal and external partners and clients/customers.
• Basic Microsoft Office skills.
• Financial product & service knowledge.
• Knowledge of investment terminology.
• Contact center experience.

Responsibilities

• Provide support to internal and external customers in account management, operations, documentation, and technical support
• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions 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 and external customers to resolve customer issues

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