Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates. If you plan to be away the office, update to include your personal email to ensure you do not miss communication through the selection process.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The Investment Contact Center (ICC) provides service and support for clients of four of WIM's lines of business: Abbot Downing, Retirement, Wealth Management, and Wells Fargo Advisors (WFA). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have team members who work on support teams in business administration, operations, and business strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.
Responsible for supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support.
Duties include: - analyzing business issues to create operational efficiencies, quality and compliance - contacting existing customers to present product or service information, discuss operating problems - communicating and coordinating with assigned relationship managers - assisting with special projects relating to product conversions and new product development - Provide guidance to lower level staff
5+ years of client service experience
Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration
Ability to develop partnerships and collaborate with other business and functional areas
Ability to identify and assess issues then make sound decisions
Ability to learn and assimilate information from multiple people and sources
Ability to take initiative and work independently with minimal supervision in a structured environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Knowledge and understanding of brokerage industry: products, services, operational policies, and procedures
Strong risk management and compliance skills
Ability to be flexible and adjust plans quickly to meet changing business needs
Experience working in an Investment Contact Center group
Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
Ability to work independently
Excellent verbal, written, and interpersonal communication skills
Good analysis, tracking, trending, and modeling skills
Intermediate Microsoft Office skills
Strong analytical skills with high attention to detail and accuracy
Strong project management skills
Strong organizational, multi-tasking, and prioritizing skills
Successfully completed FINRA Series 9 and 10 or the ability to obtain within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire
MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Internal Number: 5554001
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo