Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Trading/Service Rep 2

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.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets.

Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations.

Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company's four main divisions. 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.

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.

Duties

Members of this team assist our clients by facilitating trades, servicing accounts, and educating clients when needed. You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs. Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.

Every client's need is different and consultants on this team recognize that. Members of this team perform a mixture of duties that can range from client facing to special projects.

Do you currently hold your Series 7 & 63? Are you able to provide an exceptional client experience? Do you enjoy a mixture of consulting, educating and making referrals?

Our most successful team members are always learning new ways to support their clients and improve the client experience. It is a challenging role with a broad focus that has an impact on our clients every day.

The start date and training for this position will begin November 5th. The training period is 9 weeks long and attendance is mandatory.

Charlotte location is currently The Contact Center is open Sunday Friday, 7:00am 10pm EST. Specific shifts will be assigned to new team members after training is complete.

#indeedcc

Required Qualifications

  • 1+ year of client 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

  • Ability to understand client concerns, questions, and problems pertaining to financial transactions

Other Desired Qualifications
1+ years of Trading experience

Job Expectations

  • 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

  • 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.

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



See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Trading Service Representative 4Brokerage Services Team Lead

Wells Fargo

Posted 6 days ago

VIEW JOBS 12/5/2018 12:00:00 AM 2019-03-05T00:00 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. * 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. Duties: Responsible for delivering exceptional service and demonstrating ownership of HNW client inquiries and requests until resolution. Proactive follow-up on client requests and/or outreaches to notify clients of account specific events. Demonstrates high competency in order to effectively and efficiently assist and educate clients on product and service offerings. Utilizes knowledge of the securities markets and solid understanding of fundamental and technical facts affecting the market to support clients' needs. Facilitates complex equity, option, fixed income, mutual fund, and FX transactions for clients. Identifies internal business partners' referral and business development opportunities. Assists with ad hoc projects assigned by management. May perform team lead duties and provide training and/or work direction to lower level staff. Complies with all standards, procedures, and regulations. The WFA Investment Contact Center is 24x7; applicants need to be flexible between the hours of 7:00am-10:00pm EST, Sunday through Friday. Required Qualifications * 2+ years of financial services experience * 3+ years of client service experience * Successfully completed FINRA Series 7, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications * A BS/BA degree or higher * Brokerage industry experience * Contact center experience * Ability to process complex transactions and perform extensive research to resolve complex customer issues * Experience delegating, coaching, training, and motivating Job Expectations * Registration for FINRA Series 9/10 must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * 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 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 0216111 WEALTH INV MGMT/WIM PSI Wells Fargo Charlotte NC

Trading/Service Rep 2

Expired Job

Wells Fargo