Customer Service Representative 3 - Brokerage Services (Spanish Required)

Customer Service Representative 3 - Brokerage Services (Spanish Required)

06 May 2024
Utah, Salt lake city 00000 Salt lake city USA

Customer Service Representative 3 - Brokerage Services (Spanish Required)

Vacancy expired!

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. 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 four of WIM’s lines of business: Abbot Downing, Retirement, Wealth Management, and Wells Fargo Advisors (WFA). 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 business 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/qoX6zB6YZlMPrimaryJob Responsibilities: Are you able to provide an exceptional client experience? Do you enjoy a mixture of consulting, educating, servicing and directing? Our most successful team members are punctual, reliable, and are always learning new ways to support our clients and improve the client experience. This is a challenging role with a broad focus that has an impact on our clients every day.Members of this team assist our clients by, servicing brokerage accounts, and educating clients when needed. You may help clients navigate the website, and address a wide range of concerns. Successful team members are able to help act as front-line problem solvers.#INDEEDCCThe expected start date for training for this position is July 29th, 2019. Training hours are from 8:30am-5:00pm over the course of 6 weeks. The Salt Lake, UT location is currently staffed Monday - Saturday between 7:00am and 10:00pm. Specific shifts will be assigned to new team members after training is complete.Job posting may be removed earlier than stated close date due to volume of applicants.Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates. If you plan to be away the office, update to include your personal email to ensure you do not miss communication through the selection process.Required Qualifications:

2+ years of experience interacting with customers

Bilingual speaking proficiency in Spanish/English

Desired Qualifications:

Experience processing complex transactions and performing extensive research to resolve complex customer inquiries

Excellent verbal, written, and interpersonal communication skills

Ability to interact effectively with internal and external partners and clients/customers

Advanced Microsoft Office skills

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Ability to troubleshoot common computer problems

Contact center experience

A BS/BA degree or higher

Brokerage industry experience

Experience resolving and working through escalated and complex customer issues

Must be able to attend full duration of required training period

Flexibility to work different shifts

Must take and pass required Spanish language assessment

Job Expectations:

Must be able to attend full duration of required training period

Flexibility to work different shifts

Must take and pass required Spanish language assessment

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPSTFL&FOCUS=Applicant&SiteId=1&JobOpeningId=5479969&PostingSeq=1.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.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.

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