Legal Services Escalations Representative Job at Wells Fargo (Tempe)

New

Legal Customer Service Representative

We are seeking a detail-oriented and client-focused Legal Customer Service Repre...

Location

United States , Louisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1+ years of customer service, call center, legal support, or administrative experience preferred
Prior experience in a law firm, legal department, or professional services environment is a plus
Strong verbal and written communication skills
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and work effectively in a fast-paced environment
Proficiency in Microsoft Office Suite and case management or CRM systems preferred
Professional demeanor and ability to handle confidential information with discretion

Job Responsibility

Respond to inbound calls, emails, and client inquiries in a timely and professional manner
Provide excellent customer service to clients seeking information related to legal matters, case status, documentation, and next steps
Schedule consultations, meetings, and follow-up appointments for attorneys and legal staff
Maintain accurate client records, case notes, and communications in internal systems
Assist with intake processes by collecting and verifying client information and documentation
Route calls and messages to the appropriate legal team members
Support document preparation, filing, scanning, and general administrative tasks
Follow established procedures to ensure confidentiality and compliance with legal and company standards
Escalate complex or urgent issues to attorneys or senior staff as appropriate
Collaborate with legal and administrative teams to ensure a positive client experience

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Legal Services Phone Team Escalations Representative

Wells Fargo is seeking a Legal Services Phone Team Escalations Representative. I...

Location

United States , Tempe; Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

June 02, 2026

Requirements

1+ year of customer contact experience in a Financial Services support environment, or equivalent demonstrated through work experience, training, military experience, education
availability to work scheduled shift Monday - Friday from 1:00 PM – 5:00 PM PST / 10:00 AM -2:00 PM EST

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 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
Receive direction from supervisors and escalate non-routine client concerns
Interact with internal and external customers to respond to raised concerns and determine appropriate course of action
Serve as intermediary between parties to resolve disputed matters, negotiate, and enact settlements accordingly

Parttime

!

Social Media Manager - Insurance & Business Services Specialist

As a Social Media Manager - Insurance & Business Services Specialist at 321, you...

Location

United States , Orlando

Salary:

60000.00 - 75000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

5+ years of experience in social media management, preferably in an agency environment managing multiple client accounts simultaneously
2+ years of direct experience managing social media for insurance brands (home insurance, auto insurance, personal lines) or financial services organizations required
Proven track record developing and executing successful social media strategies for insurance, business services, professional services, or B2B brands
Experience managing social media for insurance companies, insurance agencies, roofing companies, legal firms, real estate professionals, healthcare providers, or similar business services industries is highly valued
Deep understanding of insurance consumer behavior, purchase considerations, and content that drives trust and engagement in the insurance category
Knowledge of insurance industry regulations and advertising compliance requirements across multiple states/jurisdictions
Familiarity with insurance products, coverage types, claims processes, and industry terminology
Strong writing skills with ability to craft platform-appropriate content that resonates with insurance consumers and professional audiences while maintaining regulatory compliance
Expertise across major social media platforms including Facebook, Instagram, LinkedIn, TikTok, and YouTube, with deep understanding of platform-specific best practices
Proficiency with AI-powered content creation tools (ChatGPT, Claude, Jasper, Copy.ai, or similar) with demonstrated ability to produce high-quality, on-brand content efficiently

Job Responsibility

Develop comprehensive social media strategies for multiple insurance and business services client accounts that align with business objectives, target audiences, and brand positioning
Create insurance-specific content strategies that address the full customer lifecycle: awareness, quote consideration, policy purchase, claims experience, and renewal/retention
Understand and optimize for insurance consumer behavior including comparison shopping, life event triggers (home purchase, vehicle purchase, marriage, relocation), and seasonal patterns
Conduct competitive analysis, audience research, and platform audits to identify opportunities in insurance and business services verticals
Define content pillars, messaging frameworks, and brand voice guidelines tailored to insurance audiences and professional service consumers
Develop strategies that build trust and credibility for insurance brands while addressing common concerns (price transparency, claims reputation, coverage clarity, customer service quality)
Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, quote generation, and business impact
Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights
Stay current on platform algorithm changes, emerging features, and social media trends in insurance marketing, adapting strategies to maximize organic reach
Monitor insurance industry trends, regulatory changes, and competitive landscape to inform content strategy

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

Social Media Manager

As a Social Media Manager at 321, you will serve as the strategic lead for organ...

Location

United States , Orlando

Salary:

65000.00 - 80000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

5+ years of experience in social media management, preferably in an agency environment managing multiple client accounts simultaneously
Proven track record developing and executing successful social media strategies for business services, professional services, or B2B brands
Experience managing social media for roofing companies, legal firms, real estate professionals, healthcare providers, or similar business services industries is highly valued
Strong writing skills with ability to craft platform-appropriate content that resonates with professional audiences and drives engagement
Expertise across major social media platforms including Facebook, Instagram, LinkedIn, TikTok, and YouTube, with deep understanding of platform-specific best practices
Proficiency with AI-powered content creation tools (ChatGPT, Claude, Jasper, Copy.ai, or similar) with demonstrated ability to produce high-quality, on-brand content efficiently
Experience using AI tools for content ideation, image generation (Midjourney, DALL-E), video editing, and performance optimization
Experience with social media management platforms (Hootsuite, Sprout Social, Later, Buffer, or similar) and native platform tools
Strong understanding of social media analytics with ability to interpret data and translate insights into actionable strategies
Proficiency with design tools (Canva, Adobe Express, or Adobe Creative Suite) for creating basic graphics and visual content

Job Responsibility

Develop comprehensive social media strategies for multiple client accounts that align with business objectives, target audiences, and brand positioning
Conduct competitive analysis, audience research, and platform audits to identify opportunities and inform strategic recommendations
Define content pillars, messaging frameworks, and brand voice guidelines tailored to business services industries and professional audiences
Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, and business impact
Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights
Stay current on platform algorithm changes, emerging features, and social media trends, adapting strategies to maximize organic reach
Create and manage comprehensive editorial calendars across multiple platforms (Facebook, Instagram, LinkedIn, TikTok, YouTube) for 8-12+ client accounts simultaneously
Plan content mix that balances promotional messaging, educational content, community engagement, and brand storytelling
Develop content themes and campaigns that support client business objectives including lead generation, brand awareness, and community building
Coordinate content timing around client priorities, seasonal trends, industry events, and platform-specific best practices

Fulltime

New

Legal Order Processor

Wells Fargo is seeking a Legal Operations Processor as part of Consumer and Smal...

Location

United States , West Des Moines

Salary:

Not provided

Wells Fargo

Expiration Date

May 31, 2026

Requirements

1+ year of Legal Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Support various operational tasks relating to subpoenas, levies and other legal documents representing Wells Fargo
Seek ways to improve customer service experience and determine proper course of action based on customer needs
Perform moderately complex administrative, operational and customer support tasks
Negotiate with external customers to assure resolutions and deadlines are met
Provide training to less experienced Operational Legal Specialists
Receive direction from supervisor and escalate non-routine questions
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirement

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
in-depth on-the-job training and coaching

Fulltime

Financial Crimes - Issuer and Investor Services Director

This is a critical and high-profile leadership position within the Issuer and In...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Financial Services, with significant time spent in roles with direct financial crime, risk, controls, or regulatory management responsibilities
Extensive experience in product management, product development, or operations within a regulated Financial Services company, preferably in Securities Services or a Custodian bank
Demonstrated expertise in Sanctions, Anti-Money Laundering, Fraud, Anti-Bribery and Corruption, and Reputational Risk
Strong understanding of international Sanctions
Proven track record in managing teams with broad accountability in a complex global environment
Demonstrated ability to understand and apply financial crime risk management principles, global regulatory frameworks, and operational processes and technology systems relevant to the business
Strong communication (written and oral) and presentation skills
Strategic and analytical thinker capable of translating broad visions into structured plans and executing them effectively
Ability to work independently and deliver according to strict timelines and quality standards
Demonstrated ability and confidence to challenge business management, escalate issues, and press for change

Job Responsibility

Develop, implement, and maintain a robust financial crimes strategy covering Sanctions, AML, Fraud, ABC, Fraud and Reputational Risk across the Issuer and Investor Services division globally
Lead the Issuer and Investor Services Financial Crimes team to successfully manage the division's complex global business by driving the risk and control function, uplifting risk, compliance, and governance standards
Oversee all in-business financial crimes controls processes and governance, including end-to-end process management, risk identification/analysis/management, issue escalation, and corrective action planning (CAP)
Conduct reviews of financial crimes processes and procedures to ensure that both controls and processes are in keeping with policy and business expectations
Provide expert advice and assessment on financial crime risks when business decisions are made
Assess existing control framework, identify potential compliance gaps, and ensure adequate mapping of risk and processes with clear control ownership
Drive a consistent and holistic approach to Financial Crimes risk management across Services
Partner closely with Services Risk and Control teams, Product, Operations, Technology, Legal, and Compliance partners globally
Represent Issuer and Investor Services across various internal risk and control forums, and engage effectively with regulators and senior business management
Drive strategic execution of critical programs and initiatives that contribute to the remediation of financial crime risks and uplift the control environment

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Customer Service Representative

As a Customer Service Representative within our Outbound team, you will help our...

Location

United Kingdom , Liverpool

Salary:

23600.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Previous experience working within a telephone-based customer service/contact centre environment
Professional approach
Outstanding communication and customer service skills
Strong written, oral and interpersonal skills
Excellent time management and organisational skills
A flexible and adaptable attitude to resolving issues
An ability to handle objections and proactively market Carpenters legal services
An ability to work using own initiative within boundaries
An ability to work in a fast-paced environment
An ability to work effectively with people across a wide range of levels and responsibilities

Job Responsibility

Make outbound and take inbound calls from customers assisting them in utilising their legal expenses insurance or providing options if they did not purchase this product
Collate data accurately and effectively
Convert referrals into personal injury/ ULR claims by ensuring clients are aware of the services available to them
Provide an excellent customer experience by way of a friendly telephone manner and active listening
Provide clear communication to customers and/or their representatives
Meet own targets and SLAs
Liaise with external companies and internal departments in a timely and professional manner in order to effectively process the customers claim
Resolve any issues avoiding expressions of dissatisfaction escalating into complaints
Contribute towards continuous improvement with generation of ideas
Question and challenge peers/managers where processes and procedures do not meet expectations and any activity that does not place customers interests at the heart of how we do business

What we offer

22 days plus bank holidays or day in lieu
Hybrid working model
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme
Funded driving theory test

Fulltime

Manager Talent Lifecycle Delivery Services

In this vital role you will join our HR Talent Lifecycle Service Delivery team a...

Location

Portugal , Lisbon

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Human Resources, Business Administration, or a related field (master’s is a plus)
Around 8+ years of experience in HR Operations, HR Shared Services, or HR Service Delivery, with at least 4 years in a global HR shared services or HR operations leadership role, ideally in a regional or global organization
Proven experience managing teams and complex escalations in a multi‑country environment
Strong knowledge of core HR processes across the hire to retire lifecycle
Strong background in HR transformation, Workday, and ServiceNow implementation and optimization
Expertise in process optimization, and user experience
Excellent stakeholder management, communication, and influencing skills
Ability to navigate complexity, drive change, and execute on a global/regional scale
Strong service orientation and customer focus, with a passion for a great employee experience
Excellent problem‑solving skills and demonstrated capability in escalation management

Job Responsibility

Act as the key escalation point for complex Tier 1 HR inquiries, handled by our centralized teams in India
Ensure timely, accurate, and compliant resolution of escalations, coordinating with HRBPs, COEs, local payroll, and Legal where required
Monitor case trends and root causes, recommend and implement preventive actions (training, knowledge base updates, process changes)
Oversee consistent, high‑quality execution of hire to retire (H2R) processes, via multichannel options including transactions through Workday and inquiries through ServiceNow, in partnership with local HR teams across the region
Drive innovation and continuous improvement in HR service delivery, leveraging ServiceNow, Workday and other HR tools to enhance the user experience
Lead and optimize the HR service delivery team for the region, ensuring high-quality support and a seamless HR user experience
Co-own, drive and implement global/ regional H2R processes (e.g. onboarding, internal moves, mobility, leaves, data changes, terminations, offboarding)
Oversee accurate transaction processing and data maintenance in Workday and related HR systems
Ensure consistent application of (global) process standards while adapting to local legal and regulatory needs in partnership with country HR
Define and track SLAs, KPIs, and quality metrics

What we offer

Vast opportunities to learn, develop, and move up and across our global organization
Diverse and inclusive community of belonging, where colleagues are empowered to bring ideas to the table, take risks, and act
Generous AMGEN Total Rewards Plan comprising healthcare, finance, wealth, and career benefits
Flexible work arrangements

Fulltime

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Legal Services Escalations Representative

Job Description

Job Responsibility

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