Licensed Customer Support Specialist, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis

Category:
Customer Service

Contract Type:
Employment contract

Salary:

23.13 - 41.11 USD / Hour

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Job Description:

Wells Fargo is seeking a Licensed Customer Support Specialist as part of the The Private Bank (TPB) Service Team within Wealth and Investment Management Operations. This team supports the private bank customers with a variety of services for online and digital banking, card services and other consumer services including fraud support. Learn more about our career areas and lines of business at wellsfargojobs.com.

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, military experience, education
US only: 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

Nice to have:

2+ years of brokerage customer service experience in a licensed environment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Ability to process complex transactions and perform extensive research to resolve complex customer issues
Experience meeting high production and quality standards
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Experience importing, exporting, and manipulating data using Microsoft Excel

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
May 01, 2025

Expiration:
May 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Licensed Customer Support Specialist