Senior Trade and Investments Associate, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Customer Service Representative Licensed. Candidates will perform tasks such as supporting internal and external customers, answering inquiries, problem-solving, and providing technical and operational account management support.

Job Responsibility:

Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
Provide subject matter expertise and interpretation of procedures to less experienced staff
Interact with immediate team, functional area and internal peers outside work group on wide range of information

Requirements:

4+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education
Active FINRA Series 7 license
Active FINRA Series 63 license
Good communication skills

Additional Information:

Job Posted:
July 18, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Trade and Investments Associate

Wells Fargo

Location:Philippines, Taguig City

Category:Customer Service

Contract Type:Not provided