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Financial Services Representative

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
Philippines, Taguig City

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Customer Service Representative for Investment Contact Center (Wealth and Investment Management).

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

Nice to have:

Experience working in an international bank/ financial services accounts

Additional Information:

Job Posted:
July 25, 2025

Expiration:
August 28, 2025

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