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Customer Service Representative 3 - Brokerage Services - ICC Division

Company: Wells Fargo
Location: Saint Louis
Posted on: April 9, 2021

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth. 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. View the 'Working at Wells Fargo - Investment Contact Center' video on YouTube to learn more about what it's like to work in the ICC. Hear unique team member perspectives about career development, engagement opportunities, and client service - the foundation of our culture. Copy and paste this video URL into a new browser tab to hear what our ICC team members are saying: youtu.be/qoX6zB6YZlMPrimary Job Responsibilities: 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.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.#INDEEDCCThe expected start date for training for this position is May 10, 2021. Training hours are from 8:30am-5:00pm over the course of 6 weeks. The Saint Louis, MO location is currently staffed Monday - Friday between 7:00am and 10:00pm. Specific shifts will be assigned to new team members after training is complete. ***Job posting may be removed earlier than stated close date due to volume of applicants.Required Qualifications

  • 2+ years of experience interacting with people or customers, demonstrated through work, military, or educationDesired 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
    • 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 effectiveStreet AddressMO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MODisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefits Visit for benefits information.

Keywords: Wells Fargo, St. Louis , Customer Service Representative 3 - Brokerage Services - ICC Division, Hospitality & Tourism , Saint Louis, Missouri

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