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Wells Fargo is seeking a Customer Service Specialist Licensed.
Job Responsibility:
Participate in supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service- Licensed
Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements
Collaborate and consult with colleagues, internal partners and stakeholders
Provide guidance to less experienced staff
Requirements:
2+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
Active FINRA Series 7 and 63 - REQUIRED
Amenable to work on shifting schedules
Nice to have:
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Completed at least 2 years of tertiary education
At least 2 years of experience as a Team Lead in Brokerage Operations or Trading Services