CrawlJobs Logo

Customer Resolution Representative

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
India , Bengaluru

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking a Customer Resolution Representative. In this role, you will: 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. Required Qualifications: 1+ year of customer contact support in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Preferred Skills & Competencies: Strong knowledge of estate laws, probate processes, and beneficiary servicing for self‑managed accounts; High attention to detail and strong analytical and decision‑making skills; Effective written and verbal communication skills; Ability to manage multiple cases and meet regulatory‑driven deadlines; Experience coaching or mentoring junior associates; Proficiency with systems like Advisor gateway, Refection, BPMS and PEGA.

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:

1+ year of customer contact support in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Strong knowledge of estate laws, probate processes, and beneficiary servicing for self‑managed accounts
  • High attention to detail and strong analytical and decision‑making skills
  • Effective written and verbal communication skills
  • Ability to manage multiple cases and meet regulatory‑driven deadlines
  • Experience coaching or mentoring junior associates
  • Proficiency with systems like Advisor gateway, Refection, BPMS and PEGA

Additional Information:

Job Posted:
May 14, 2026

Expiration:
May 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Customer Resolution Representative

Customer Support Representative

Helpware is a technology-driven company with a global presence across several co...
Location
Location
Mexico , Guadalajara
Salary
Salary:
Not provided
helpware.com Logo
Helpware
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • B2 English
  • Customer Service experience
  • To live within Guadalajara's Metropolitan Zone
Job Responsibility
Job Responsibility
  • Become an expert on the product, knowing all the specifics of its functioning
  • Provide first-level support to customers via calls, email, and/or chat in a timely and professional manner
  • Address customer inquiries, troubleshoot problems, and guide users through basic issue resolution steps
  • Maintain a positive, empathetic, and professional attitude toward customers at all times
  • Work on creating, updating, or adjusting customer accounts by documenting personal information
  • Collaborate with colleagues and management on best practices and insights about any aspect of the job or its duties
  • Document and track customer interactions, issues, and resolutions in CRM, online tools, and cloud-based platforms
  • Process and prepare information for auditing and reporting purposes
  • Update internal and customer-facing knowledge bases
  • Convert clients' feedback into feature requests for the development of the product
  • Fulltime
Read More
Arrow Right

Senior Customer Service Representative

Our client is seeking a highly skilled and customer-focused Senior Customer Serv...
Location
Location
United States , Omaha
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of customer service experience, preferably in a senior or lead role
  • Strong communication and interpersonal skills
  • Proficiency in CRM software and Microsoft Office Suite
  • Ability to handle high-volume inquiries and multitask effectively
  • Demonstrated problem-solving skills and attention to detail
  • Experience in mentoring or training team members is a plus
  • High school diploma or equivalent required
  • associate or bachelor’s degree preferred.
Job Responsibility
Job Responsibility
  • Serve as a primary point of contact for customer inquiries via phone, email, and chat
  • Resolve escalated customer issues with professionalism and efficiency
  • Provide guidance and support to junior customer service representatives
  • Maintain detailed and accurate records of customer interactions in CRM systems
  • Collaborate with internal departments to ensure timely resolution of customer concerns
  • Identify process improvement opportunities and contribute to team initiatives
  • Meet or exceed performance metrics including customer satisfaction, response time, and resolution rate.
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan.
  • Fulltime
Read More
Arrow Right

Bilingual Customer Service Representative

Robert Half seeks professional Bilingual Customer Service Representatives to mai...
Location
Location
United States , Woodland Hills
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent communication skills
  • knowledge of Microsoft Word, Excel, and customer database systems
  • ability to speak English and Spanish highly preferred
  • previous customer service experience with conflict-resolution is a plus.
Job Responsibility
Job Responsibility
  • Assist customers in Spanish and English over the phone
  • receiving and placing customer service telephone calls
  • maintaining solid customer relationships by handling questions and concerns with speed and professionalism
  • resolving customer complaints
  • managing database records
  • drafting status reports on customer service issues
  • data entry and research as required to troubleshoot customer problems.
What we offer
What we offer
  • Medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • competitive compensation
  • free online training.
  • Fulltime
Read More
Arrow Right

Customer Service Representative

We are offering a long term contract employment opportunity for a Customer Servi...
Location
Location
United States , Poughkeepsie
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in call center customer service, demonstrating exceptional communication and problem-solving skills
  • Proficient in data entry, with a keen focus on accuracy and detail
  • Must have excellent interpersonal skills, with the ability to build positive relationships with customers
  • Ability to multitask and manage time efficiently in a fast-paced environment
  • Exceptional listening skills to understand customer needs and provide appropriate solutions
  • Capable of handling customer complaints, providing appropriate solutions, and following up to ensure resolution
  • Basic computer skills and familiarity with customer service software and databases
  • Must have a patient and empathetic attitude towards customers' needs and concerns
  • Ability to work effectively both independently and as part of a team
  • Willingness to work in different shifts, including weekends and holidays
Job Responsibility
Job Responsibility
  • Efficiently handle customer inquiries and complaints via phone calls
  • Accurately process changes in customer details such as addresses, emails, etc. in the system
  • Collaborate with team members to escalate complex customer requests or payment issues
  • Utilize multiple systems and monitors to maintain comprehensive customer records
  • Log customer interactions in SAP and other proprietary platforms
  • Participate in training sessions for system usage, customer response handling, and handoff procedures
  • Utilize data entry skills to update and maintain customer records
  • Demonstrate professionalism during challenging customer interactions
  • Use 'Call Center Customer Service' skills to ensure a positive customer experience
  • Handle 'Answering Inbound Calls' as part of daily tasks
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Customer Service Representative

Helpware is a technology-driven company with offices in Uganda, USA, Ukraine, Me...
Location
Location
Uganda
Salary
Salary:
Not provided
helpware.com Logo
Helpware
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You are strong in spoken and written English (at least C1)
  • Minimum 1-year professional customer service experience or equivalent customer facing role
  • Experience supporting customers via e-mail, and/or chat
  • Passion for customer service and ownership of customer experience including comprehensive issue resolution
  • Able to effectively tailor communication and style to different audiences
  • Able to self-manage and work independently in a fast-paced, constantly changing environment
  • Organized and detail-oriented, able to recognize patterns
  • Thrives on a team where expertise is shared and feedback is welcomed
  • Solution and satisfaction driven, being able to discern when to provide compensation
  • Knowledge of Office 360
Job Responsibility
Job Responsibility
  • Exceed customer expectations with guidance, knowledge, and passion for technology
  • Figure out how technology works when things go wrong
  • Effectively prioritize and manage time
  • Multitask across systems and applications
  • Analyze, isolate and resolve a variety of complex technical issues
  • Comfortably navigate a technical environment
  • Engage customers, explaining step by step solutions with patience and an approach tailored to each individual customer
  • Fix technical issues and provide incredible customer experience
  • Fulltime
Read More
Arrow Right

Customer Service Representative

ASC is looking for a Customer Service Representative who will ensure client sati...
Location
Location
United States , Irving
Salary
Salary:
20.00 - 34.00 USD / Hour
asc-es.com Logo
ASC Engineered Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent work experience in a B2B Customer Service role
  • Excellent communication skills (verbal and written) with ability to handle conflict resolution
  • Strong problem-solving abilities with a customer-focused mindset
  • Ability to remain calm and composed under pressure
  • Proficiency working in a ERP
  • Flexibility to work in a fast-paced environment and adapt to changing priorities
Job Responsibility
Job Responsibility
  • Respond promptly and professionally to customer inquiries via phone, email, and live chat with a drive toward first-contact resolution
  • Assist customers with product and service-related questions, technical issues, and account management
  • Resolve customer complaints and concerns with patience, empathy, and efficiency
  • Process RMA’s, credits, and debits in the company portal/CRM
  • Collaborate cross-functionally to address customer needs and escalate complex issues when necessary
  • Process RFQ’s from customers and outside sales with great accuracy, efficiency, and timeliness in the company’s ERP platform
  • Identify opportunities for process improvements to enhance the overall customer experience
  • Stay up to date on product/service offerings policies, and procedures
  • Accurately document customer interactions and transactions in ASC’s CRM system
  • Build credibility and trust with assigned customer base while influencing buying decisions and customer-focused solutions
  • Fulltime
Read More
Arrow Right

Customer Service Representative

We’re looking for a passionate, solution-driven Customer Service Representative ...
Location
Location
United States , Birmingham
Salary
Salary:
18.50 - 22.52 USD / Hour
daxko.com Logo
Daxko
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years in a customer-facing role (support, onboarding, hospitality, retail, etc.)
  • Excellent communication skills (written and verbal)
  • Proven ability to manage multiple conversations across channels
  • Self-starter with sound judgment and escalation instincts
  • Comfortable working an 8-hour shift between 7:00 AM – 7:00 PM CST (Monday–Friday)
  • High school diploma or equivalent
Job Responsibility
Job Responsibility
  • Be the first point of contact for customer inquiries via phone, chat, and email
  • Translate complex product features into simple, easy-to-understand explanations
  • Troubleshoot issues and guide customers through practical solutions
  • Offer usage tips, training, and resources that promote long-term success
  • Identify and escalate bugs or technical challenges to internal teams
  • Maintain accurate records of conversations and support cases
  • Stay current on product updates and internal support procedures
  • Meet and exceed team goals for case resolution, customer satisfaction, and response times
  • Contribute to team learning and occasional training sessions as a product expert
What we offer
What we offer
  • Flexible paid time off
  • Affordable health, dental, and vision insurance options
  • Monthly fitness reimbursement
  • 401(k) matching
  • New-Parent Paid Leave
  • Casual work environments
  • Remote work
  • Fulltime
Read More
Arrow Right

Customer Service Representative

We are looking for a dedicated Customer Service Representative to join our team ...
Location
Location
United States , Omaha
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience in customer service or call center environments is essential
  • proficiency in answering inbound calls and managing administrative tasks simultaneously
  • strong data entry skills with a focus on accuracy and attention to detail
  • ability to communicate effectively in both English and Spanish is highly desired
  • demonstrated ability to multitask and prioritize in a fast-paced setting
  • familiarity with Cisco Finesse or similar call management systems is a plus
  • knowledge of workers’ compensation processes and related administrative requirements
  • exceptional problem-solving skills and the ability to work collaboratively with internal teams
Job Responsibility
Job Responsibility
  • Respond promptly to a high volume of incoming calls, averaging 80-100 calls daily, and provide accurate resolutions to customer inquiries
  • utilize active listening and effective questioning techniques to gather detailed information and record it in proprietary software systems
  • manage calls ranging from brief interactions to longer discussions, ensuring thorough documentation and escalation when necessary
  • collaborate with supervisors and internal departments to address complex issues and ensure seamless communication
  • handle multitasking responsibilities, including responding to internal requests, locating documentation, and sharing information with other teams
  • follow established guidelines and instructions while applying sound judgment and experience to resolve customer concerns
  • proactively take initiative to improve processes and maintain attention to detail in all tasks
  • provide top-notch customer service to ensure satisfaction and build trust with clients
  • support workers’ compensation inquiries and address specific customer needs efficiently
What we offer
What we offer
  • Medical insurance
  • vision insurance
  • dental insurance
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right