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 for its Taguig City, Philippines site. The role involves providing complex support services to clients, acting as a primary support contact, and contributing to process improvements.

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:

Experience in Customer Service- Licensed, or equivalent demonstrated through one or a combination of the following: work experience, training or education
Active license or successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63

Nice to have:

Minimum of 2 years in a customer service (voice) preferably in Brokerage Services
Good communication skills

Additional Information:

Job Posted:
May 21, 2025

Expiration:
July 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Trade and Investments Associate