senior Customer Service Representative licensedWells Fargo

Salary: Agreement
Work form: Full time
Posting Date: 24/01/2026
Deadline: 06/03/2022

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Job Description : About this role: Wells Fargo is seeking a Senior Customer Service Representative Licensed... In this role, you will: * Support internal and external customers by providing moderately complex support services in account managem Job Description : About this role: Wells Fargo is seeking a Senior Customer Service Representative Licensed... In this role, you will: Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support Provide subject matter expertise and interpretation of procedures to less experienced staff Interact with immediate team, functional area and internal peers outside work group on wide range of information Required Qualifications, International: 4 years experience in Customer Service- Licensed, or equivalent demonstrated through one or a combination of the following: work experience, training, and education Desired Qualifications: Completed 2 years of tertiary education At least 3 years of experience in customer service, preferably in brokerage and/or trading services Experience in providing telephone support for trading/brokerage clients Active FINRA License Series 7 and 63 Amenable to work on shifting schedules Job Expectations: The Senior Customer Service Representative Licensedof 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 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. 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, or national origin. 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.
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Philippines
Permanent
Full-time

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