At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. 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) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The Investment Contact Center (ICC) provides service and support for clients of WIM's five lines of business: Abbot Downing, Retirement, Wealth Management, Wells Fargo Advisors (WFA), and Wells Fargo Asset Management (WFAM). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence.
We also have team members who work on support teams in business administration, operations, and strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.
Key Responsibilities include:
Responsible for executing and confirming routine securities transactions initiated by clients. Provides quality customer service, being a front line problem solver, addressing issues, trading strategies, market terminology, account status or any concerns they may have. Possess knowledge of the securities markets and a solid understanding of fundamental and technical facts affecting the market.
The Wells Fargo Advisors Investment Contact Center (WFA-ICC) in services our customers Sunday Friday between the hours of 7:00am-10:00pm EST. Shifts are not assigned until after training according to the needs of the business.
6+ months of customer service experience
Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Intermediate Microsoft Office skills
Good attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
A BS/BA degree or higher
Brokerage industry experience
NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC
All 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.
WEALTH INV MGMT/WIM PSI 0216109 WEALTH INV MGMT/WIM PSI