Customer Service Representative for Investment Contact Center Servicing, Wells Fargo

Customer Service Representative for Investment Contact Center Servicing

Wells Fargo

Location:
Philippines, Taguig City

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Customer Service Representative to support customers and improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment.

Job Responsibility:

Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Interact with customer service team and perform moderately complex customer support tasks
Manage risk by following all policies and procedures and staying abreast of changes to them
Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
Receive direction from customer service supervisor and escalate non-routine questions

Requirements:

2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
At least 2 years of experience in Customer Service in managing routine and complex customer inquiries
Amenable to 100% voice support role
Experience in a financial campaign is an advantage but is not required
Experience in Wealth and Investment Management is an advantage but is not required
Amenable to work on a permanent night shift with separate team working on weekend and weekdays schedule
Amenable to onsite reporting in Five Neo Building 31st Street BGC Taguig City

Nice to have:

Experience in a financial campaign
Experience in Wealth and Investment Management

Additional Information:

Job Posted:
August 14, 2025

Expiration:
September 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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