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 Investment Contact Center (ICC) provides service and support for clients of WIM's five lines of business: Abbot Downing, Retirement, Wealth Management, Wells Fargo Advisors (WFA), and Wells Fargo Asset Management (WFAM). 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 employees who work on support teams in business administration, operations, and 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.
Primary Job Responsibilities:
Members of this team assist our clients by facilitating trades, servicing accounts, and educating clients when needed. You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs. Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.
Training hours are from 8:30am-5:00pm over the course of 6 weeks. Operating hours are as follows 7:00AM-10:00PM local time for all 3 locations. Specific shifts will be assigned at the conclusion of training.
***Job posting may be removed earlier than stated close date due to volume of applicants.
1+ year of client service experience
Successfully completed FINRA Series 7, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Intermediate Microsoft Office skills
Good attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Ability to understand client concerns, questions, and problems pertaining to financial transactions
Ability to process complex transactions and perform extensive research to resolve complex customer issues
1+ year of trading experience
A BS/BA degree or higher
Contact center experience
Brokerage industry experience
Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT
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.
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