Wells Fargo Careers | Customer Service Representative 3 Job, St. Louis, MO

Wells Fargo

Job Description

Customer Service Representative 3 - Brokerage Services - ICC Division

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.

Are you able to provide an exceptional client experience? Do you enjoy a mixture of consulting, educating, servicing and directing? Our most successful team members are punctual, reliable, and are always learning new ways to support our clients and improve the client experience. This is a challenging role with a broad focus that has an impact on our clients every day

Duties and Responsibilities

Your main responsibilities in this role include the following:

• Members of this team assist our clients by servicing brokerage accounts, and educating clients when needed. You may help clients navigate the website, and address a wide range of concerns. Successful team members are able to help act as front-line problem solvers.

Job Requirements

• 2+ years of experience interacting with people or customers, demonstrated through work, military, or education

Desired Qualifications

• Experience processing complex transactions and performing extensive research to resolve complex customer inquiries

• Excellent verbal, written, and interpersonal communication skills

• Ability to interact effectively with internal and external partners and clients/customers

• Advanced Microsoft Office skills/p>

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Ability to troubleshoot common computer problems

• A BS/BA degree or higher

• Brokerage industry experience

• Contact center experience

• Military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

• Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management

• Experience working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, and assistance with keeping military personnel combat-ready and effective

Job Details

Company Name: Wells Fargo

Employment Type: Full-time

Job Location: St. Louis, MO, United States

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