What are the responsibilities and job description for the Customer Service Associate position at D13 Wells Fargo Clearing Services, LLC?
About this role: Wells Fargo is seeking a Customer Service Associate on the Product Service Team in Business Operations as part of Contact Center division. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Provide support to internal and external customers in account management, operations, documentation, and technical support Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements Act as a primary support person for the customer and internal partners supporting customer services Provide information to managers as well as internal and external customers to resolve customer issues Required Qualifications: 6 months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience processing complex transactions and performing extensive research to resolve complex customer inquiries Excellent verbal, written, and interpersonal communication skills Ability to navigate multiple computer systems, windows, applications, and utilize search tools to find information Ability to interact effectively with internal and external partners and clients/customers Basic Microsoft Office skills Financial Annuities knowledge Knowledge of investment terminology Contact center experience A BS/BA degree or higher Job Expectations: Willingness to work on-site at stated posting location Posted Location: 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262-8522 Posting End Date: 4 May 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
