Escalations Specialist, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Escalations Specialist - Registered (Series 7 FINRA License Holder) to be part of the Executive Complaints and Remediation Team. In this role, you will participate in researching and resolving escalated inquiries and complaints with significant organizational impact, provide recommendations for resolving issues, and support risk programs.

Job Responsibility:

Participate in researching and resolving escalated inquiries and complaints with significant organizational impact and identify opportunities to determine appropriate course of action and conduct investigative steps to fully identify the issues within defined scope of responsibilities
Review and analyze inquiries and complaints that require special handling, research, and evaluation
Consult regarding difficult and complex transactions, and determine appropriate course of remedial action
Present recommendations for resolving escalated inquiries and complaints, and exercise some independent judgment while developing understanding of transaction quality or deficiencies, risks, and investigative steps to recommend solutions
Provide information to management committee members, agencies, or more experienced business leaders
Provide feedback to internal and external customers regarding identification of fraud and inconsistencies

Requirements:

2+ years of Customer Contact in a Financial Services Environment, Financial Services Operations, Underwriting, or Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

Must be a Series 7 FINRA License Holder
Must have at least 2 years of College (no back subject) or its equivalent
Amenable to work (5 Neo) onsite and evening schedule

What we offer:

Diversity, equity and inclusion in the workplace
Compliance with state law registration and licensing requirements
Proactive monitoring, governance, risk identification and escalation

Additional Information:

Job Posted:
May 04, 2025

Expiration:
May 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Escalations Specialist