|Client Service Specialist-5577296|
Company: Wells Fargo
Location: Minneapolis, MN, US
Employment Type: Full Time
Date Posted: 05/10/2021
Expire Date: 07/10/2021
Job Categories: Financial Services
Client Service Specialist-5577296|
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when 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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth & Investment Management, or 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:
o Building enduring client relationships through sound, thoughtful, and objective advice
o Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:
o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Abbot Downing serves ultra-high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
The Investment Contact Center (ICC) provides virtual service and support for Wealth & Investment Management (WIM) clients across its three brands — Abbot Downing, 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.
Overview of the job:
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.
THE SALARY RANGES FOR THIS ROLE ARE BETWEEN $62K-$65K WITH AN 8% ANNUAL BONUS TARGET, TOTAL COMPENSATION CAN BE BETWEEN $67,000-$70,000!!!!!!!!
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.
•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
The Private Bank Team is open Monday through Friday between the hours of 7:00am-11:00pm CST, candidates must be flexible to work anytime. Specific shifts will be assigned to new team members after training is complete.
Want to learn more about our team? Copy and paste this video URL into a new browser tab to hear what our team members are saying: youtu.be/qoX6zB6YZlMPrimary
•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)
•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
Other Desired Qualifications
Experience with online chat client servicing
•Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
•For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
•Must be able to attend full duration of required training period
•Ability to work outside of regular business hours
At Wells Fargo, we're strong for our customers and communities. Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo¡¦s vision is to satisfy our customers¡¦ financial needs and help them succeed financially. Founded in 1852, and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial financial services through more than 8,400 locations, 13,000 ATMs, online (wellsfargo.com), and mobile banking and has offices in 42 countries and territories to support customers who conduct business in the global economy. Wells Fargo & Company was ranked No. 25 on Fortune's 2017 rankings of America's largest corporations. News, insights, and perspectives from Wells Fargo are available at Wells Fargo Stories.