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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