Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
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) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.
The Securities Operations Service Specialist 2 (SOSS2) is responsible for supporting both processing and servicing functions, and performs three basic functions: Help Desk, Research, and Data Entry. These functions support essential operational requirements for insurance licensing and renewals on behalf of Wells Fargo including insurance carrier appointments, continuing education, agent insurance licensing, branch registrations, agent affiliations, entity insurance licenses, and other related tasks.
The selected candidate will support the field sales force by assisting with insurance license, continuing education, and appointments related inquiries. Understand current state insurance licensing requirements to the field and updating required information on various internal and state insurance websites and systems. Providing extraordinary customer service to Wells Fargo Financial Advisors by bringing closure to issues, questions, and problems. Ensuring timely and accurate responses to all inquiries, whether by phone or email, within the team's standard timelines. Maintaining Wells Fargo's agent database by providing timely and accurate documentation for reporting purposes. Delivering timely and accurate processing of license renewals, continuing education, carrier product training, and state annuity training into Wells Fargo's agent database. Processing insurance licensing reports based on state requirements and notifying Financial Advisors, licensed agents, and/or field representatives of licensing events. Corresponding with state departments of insurance and with carriers as needed on licensing and appointment issues. May participate in project work upon request. Maintaining a high percentage of direct customer contact. Working under close to moderate supervision.
18+ months of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center demonstrated through work or military experience
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
1+ year of financial services experience
Data entry experience
Ability to achieve high production and quality standards
Knowledge and understanding of insurance industry: principles, best practices, and terminology
Solid problem solving skills
Experience resolving and working through escalated and complex issues
Ability to work additional hours as needed
Flexibility to work different shifts
SD-Sioux Falls: 3201 N 4th Ave - Sioux Falls, SD
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: 5556371
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