Wells Fargo Careers | Client Service Specialist Job, Salt Lake City, UT

Wells Fargo

Job Description

Client Service Specialist

The Investment Contact Center (ICC) provides virtual service and support for Wealth & Investment Management (WIM) clients across its two brands — The Private Bank and Wells Fargo Advisors (WFA) — as well as to plan sponsors and participants of Institutional Retirement and Trust, and affluent customers of Wells Fargo Bank. With more than 1,000 team members located in five regions, the ICC consists of three client-facing groups (Brokerage Services; High Net Worth, Affluent, and Banking Services, and the Retirement Service Center) and three support groups (Business Administration; Business Strategy, Initiatives, and Technology; and Operations). Our front-line employees manage millions of client interactions each year via phone, chat, email, and correspondence.

This is an exciting opportunity to be a part of The Private Bank (TPB) Servicing Team! The Private Bank is a by- invitation- only exclusive segment of our high net worth clientele. The Private Bank Servicing Team partners with the Relationship Team to offer a seamless, beyond- exceptional service experience to this special client segment.

The WM TPB Client Service Specialist Licensed 1 position is responsible for supporting internal and external clients by providing moderately complex to complex- support services in account management, operations, documentation, client service and technical support. Assists with relationship management for both banking and brokerage clients, and executes and confirms moderately complex securities transactions initiated by clients.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• Acting as primary liaison between clients and Wells Fargo Bank and/or Wells Fargo Advisors; answering questions and solving problems involving all bank departments; making outbound client calls with or without relationship managers; ensuring proper servicing and maintenance of accounts; adhering to compliance, and ensuring clear, concise documentation while achieving the highest level of quality service. May participate in special projects as needed. This position requires securities licensing.

Job Requirements

• 3+ years of client service experience, business experience, or a combination of both

• Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

• Excellent verbal, written, and interpersonal communication skills

• Effective organizational, multi tasking, and prioritizing skills

• Outstanding problem solving skills

• Intermediate Microsoft Office skills

• Ability to work in a fast-paced deadline driven environment

• Brokerage industry experience

• Call center experience

• Retail banking experience

Job Details

Company Name: Wells Fargo

Employment Type: Full-time

Job Location: Salt Lake City, Utah, United States

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