About this role:

Wells Fargo is seeking a Senior Client Associate.

In this role, you will:

Support performance of less experienced Customer Service Representatives, new or enhanced services and procedural changes, and the overall effectiveness of teamProvide feedback and present ideas for improving or implementing processes and tools with an overall customer service impactPerform complex customer support tasksProvide subject matter expertise and interpretation of procedures to less experienced Customer Service Representatives and provide direction to meet defined productivity and performance goalsInteract with immediate team and communicate with other departmentsSupport less experienced representatives and assist managers or supervisors on handling escalated inquiries or complaintsPerform research to resolve complex customer problemsRecommend areas needing improvementInteract with internal and external customers

Required Qualifications:

4+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

Minimum of 4 years experience in a customer service (voice) function preferably in the banking and finance industryExperience supporting brokerage operations, money movement, IRA or relevant fields preferredProven expertise in efficient back-office processingAttentive to detail and exhibits strong problem-solving abilitiesEffective verbal and written communication skillsExperience in a Subject Matter Expert role, preferred

Job Expectations:

Willing to do voice processWilling to work onsite (BGC office)Willing to work US hours

Posting End Date: 

21 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.