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Customer Service Representative

Wells Fargo

Customer Service RepresentativeWells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center provides service and support for clients of WIM's lines of business, the Client Relationship Group and Private Wealth. The client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence.At Wells Fargo, a Customer Service Representative delivers advanced support to customer inquiries in a high-volume, inbound environment and resolve complex inquiries. You will support day-to-day customer interactions, process transactions, investigate and resolve customer concerns, and contribute to a positive customer experience. You will service clients with brokerage accounts via telephone, act as a front-line problem solver to address client concerns, and assist them as needed. This is a challenging role with a broad focus.Successful employees are punctual, reliable, and are always learning new ways to support clients and provide exceptional client experience every day.In this role, you will:Manage inbound customer interactions across multiple channels, resolving a broad range of inquiries and service requestsApply product and service knowledge to assess customer needs and deliver accurate, effective solutionsAssess and resolve moderately complex customer issues with accuracy and efficiencyAdhere to processes, policies, and regulatory requirements while ensuring consistent and compliant service deliveryNavigate multiple systems efficiently to research, document, and complete customer transactions in real timePromote adoption of digital capabilities by educating customers on self-service tools and alternative servicing optionsCollaborate with internal partners to manage escalations, resolve customer concerns, and support service deliveryContribute to continuous improvement efforts that enhance customer experience and operational effectivenessRequired Qualifications:1+ year of customer service, financial services, or contact center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Demonstrated ability to deliver exceptional customer service through active listening, identifying customer needs, effective communication, and customer-focused problem solving to resolve inquiries and build customer relationshipsExperience working in a fast-paced, high-volume, metric-driven environment while maintaining accuracy, professionalism, quality, and a commitment to first-contact resolutionProven ability to research issues, evaluate solutions, and independently resolve customer concerns in a timely manner providing a positive experienceStrong capability to interact effectively with customers, business partners, and team membersDemonstrated ability to navigate multiple systems, applications, and search tools simultaneously while maintaining accuracy and adherence to policies, procedures, and regulatory requirementsExperience collaborating across teams to resolve customer issues, manage escalations, and deliver positive customer outcomes while adapting to changing priorities and business needsDemonstrated resilience, accountability, and adaptability when managing changing priorities, customer needs, and challenging situationsJob Expectations:Must be able to attend full duration of required training periodThis role is not eligible for Visa sponsorshipAbility to work additional hours as neededSchedule may be eligible for a shift differential under the terms of the shift differential policyMust work on-site at the location postedTraining Schedule:Start Date: January 11, 2027Training will be for six weeks Monday – Friday 9:00 am EST – 5:00 pm CSTYour regular work schedule will be based on business need and may include working some weekends and some holidaysPosting Location:550 S 4th St. Floor 13, Minneapolis, MN 55415Pay Range: $21.63 - $27.40Benefits:Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementWe Value Equal OpportunityWells 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.

Vacancy posted 1 day ago
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