Customer Resolution Representative, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Customer Resolution Representative to support internal and external customers with inquiries and complaints regarding financial products and services. Responsibilities include determining appropriate courses of action, investigating issues, processing transactions, and adhering to compliance standards. The role involves collaboration with peers, and knowledge of U.S. securities markets and IRS regulations is a must.

Job Responsibility:

Support internal and external customers with inquiries and complaints regarding financial products and services
Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly.

Requirements:

2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Min bachelor's in commerce/ BBA, MBA in Finance and similar finance related qualifications will be advantageous
Have good exposure to MS-Excel which will be utilized in day-to-day workings
Have good knowledge of U.S Securities Markets and Financial Instruments which will be required in Asset Movement function for the Job Role
Have good working knowledge of IRS Regulations with regards to IRA Accounts and Brokerage Accounts
Have good, focused mindset to work in movement of Securities without causing errors ad misses due to complex nature of movement involved and securities valuation related to the market.

Nice to have:

Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
Support securities operations
Identify ways to improve the overall process
Perform moderately complex duties such as processing, researching inquires and reconciling transactions
Review time sensitive documents
Liaison with ACAT Teams, Legal Teams, Risk Teams to resolve queries and complete asset movement from deceased accounts to Beneficiary Accounts.

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Customer Resolution Representative