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Legal Services Phone Team Escalations Representative

United States, Tempe · Job Posted May 31, 2026
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Job Description

Wells Fargo is seeking a Legal Services Phone Team Escalations Representative. In this role, you will: 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 the 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 to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards; Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals; Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action; Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly.

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

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

Nice to have

  • Customer service experience
  • Independent research

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