Client Service Consultant - Wealth Management

Location
Salt Lake City, Utah
Posted
October 17 2020
Ref
5551062
Industry
Banking
Position
Accounting
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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, 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/qoX6zB6YZlM

Overview of Job:
Responsible for supporting internal and external clients by providing moderately complex to complex support services in account management, operations, documentation, client service and technical support. Assists with relationship management for banking clients.

Duties include:
Acting as primary liaison between clients and Wells Fargo Bank and/or Wells Fargo Advisors, answering questions and solving problems involving all bank departments; making outbound client calls with or without relationship managers; ensuring proper servicing and maintenance of accounts; adhering to compliance, and ensuring clear, concise documentation while achieving the highest level of quality service. May participate in special projects as needed.

We're open Monday-Friday between the hours of 6:00am-6:00pm and look for flexibility between these timeframes.

Required Qualifications

  • 2+ years of experience in one or a combination of the following: client services, financial services, or call center, demonstrated through work, military, or education


Desired Qualifications

  • Ability to work in a fast-paced action oriented environment
  • Effective organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to understand client concerns, questions, and problems then identify appropriate solutions
  • Basic Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Call center experience
  • Retail banking experience
  • Ability to exercise independent judgment to identify and resolve problems


Street Address

UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT

Disclaimer

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.