Customer Service Specialist Licensed
About The Position
Wells Fargo is seeking a Customer Service Specialist Licensed in Customer Care as part of the Contact Center division. 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. You will also identify opportunities for process improvements within Customer Service-Licensed. You will review and analyze less complex product or service information, and exercise independent judgment to guide operations efficiencies, quality, and compliance. You will present recommendations for resolving complex situations and exercise independent judgment while developing expertise in the policies, procedures, and compliance requirements. You will collaborate and consult with colleagues, internal partners, and stakeholders, and provide guidance to less experienced staff.
Requirements
- 2+ years of Customer Service 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
Nice To Haves
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multitasking, and prioritizing skills
- Outstanding problem solving skills
- Intermediate Microsoft Office skills
- Ability to work in a fast-paced deadline driven environment
- Brokerage industry experience
- Call center experience
- Retail banking experience
Responsibilities
- Participate in supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service, and technical support
- Identify opportunity for process improvements within Customer Service-Licensed
- Review and analyze less complex product or service information, and exercise independent judgment to guide operations efficiencies, quality, and compliance
- Present recommendations for resolving 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
Benefits
- Wells Fargo maintains a drug free workplace.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
