Customer Service Associate
Job Location:
Charlotte, NC - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Wells Fargo is seeking a Customer Service Associate as part of the Brokerage Field Services group within Wealth & Investment Management Operations.
As a Customer Service Associate you will respond to inquiries and resolve issues from branch representatives (such as FAs and CAs) related to a variety of complex financial products services and select internal segments across multiple channels. You will deliver a bestinclass customer experience while accurately documenting actions in accordance with internal controls policies and regulatory requirements. This role requires balancing client experience accuracy and productivity to consistently meet performance expectations. Learn more about the career areas and lines of business at.
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 internal partners supporting customer services
Provide information to managers as well as internal 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:
6 months of call center customer service experience in the financial services industry
Working knowledge of brokerage account management operations documentation funding and related technical support activities
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
High attention to detail and accuracy with a quality- and complianceoriented mindset
Strong customer service capability with strong deescalation and issueresolution skills
Excellent verbal written and interpersonal communication to support client interactions and crossteam coordination
Strong organization multi-tasking and prioritization skills; able to work independently within defined standards
Intermediate Microsoft Office skills (Word Excel Outlook PowerPoint)
Job Expectations:
This position is not eligible for Visa sponsorship
Ability to work between the hours of 7am and 6pm additional hours and shifts as needed
Willingness to work on-site at stated location on the jobopening hybrid schedule
Posting Locations:
Charlotte North Carolina
Posting End Date:
9 Jul 2026*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 units 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 visitDisability 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.
#DNP-INDRequired Experience:
IC
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