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Trade Service Rep 1

Expired Job

Wells Fargo Charlotte , NC 28201

Posted 3 months ago

Job Description:

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.

  • 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/qoX6zB6YZlM
  • Wells Fargo Advisors Investment Contact Center (ICC) helps clients succeed financially by providing specialized, world class sales and service expertise to new and existing clients and partners. Our team members are dedicated to owning the quality of every interaction while being available when, where and how our clients and financial advisors need us.

    We believe in the Wells Fargo's Vision & Value that states "It's about building lifelong relationships one customer at a time." Our foundation for success can be summarized in three beliefs in who we are and what we do: Our product is service. Our value added is financial guidance. Our competitive advantage is our people.

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.

Required Qualifications

  • 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)

Desired Qualifications

  • 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

Street Address

NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC

Disclaimer

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



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Trade Service Rep 1

Expired Job

Wells Fargo