Lead Business Execution Administrator

Wells Fargo•St. Louis, MO

3d•Onsite

About The Position

Wells Fargo is seeking a Lead Business Execution Administrator to join their Platform Coaching and Support team within Wealth and Investment Management (WIM). The Lead Business Execution Administrator will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and other duties as applicable. In this role, you will provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®. You will also provide training and assistance to employees and business partners through inbound call support and/or inbox and escalations. You will participate in all required training and remain current on all application releases and updates. Additionally, you will identify opportunities for process improvements within scope of responsibilities or functional area. You will partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise. You will present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements. Finally, you will collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders.

Requirements

4+ years of Administrative Support or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Excellent organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Excellent problem-solving skills
Ability to manage multiple and competing priorities
Ability to work in a fast-paced action-oriented environment
Intermediate Microsoft Office skills
Experience resolving and working through escalated and complex customer issues
Good analytical skills with high attention to detail and accuracy
Financial services industry experience
Call center customer service experience in the financial services industry
Experience supporting or training others on digital platforms or tools

Responsibilities

Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®.
Provide training and assistance to employees and business partners through inbound call support and/or inbox and escalations.
Participate in all required training and remain current on all application releases and updates.
Identify opportunities for process improvements within scope of responsibilities or functional area.
Partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise.
Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.
Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders.