Wells Fargo
About this role:
Wells Fargo is seeking a Customer Service Associate in Brokerage Financial Services as part of Business Operations. Learn more about the career areas and business divisions at wellsfargojobs.com
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 the customer and internal partners supporting customer services
Provide information to managers as well as internal and external 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:
Call center customer service experience in the financial services industry
Banking or financial operations experience
Knowledge and understanding of brokerage industry/operations
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to identify and assess issues then make sound decisions
Highly refined and professional verbal and written communications
Ability to navigate multiple computer screens while working on the phone
Strong analytical skills with high attention to detail and accuracy
Job Expectations:
Training will be combination of OJT and Class
Working hours will be M-F between the hours of 7am-6pm
Hybrid 3/2
Posting End Date:
13 Sep 2025
*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 unit’s 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, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-469315
Wells Fargo is seeking a Customer Service Associate in Brokerage Financial Services as part of Business Operations. Learn more about the career areas and business divisions at wellsfargojobs.com
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 the customer and internal partners supporting customer services
Provide information to managers as well as internal and external 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:
Call center customer service experience in the financial services industry
Banking or financial operations experience
Knowledge and understanding of brokerage industry/operations
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to identify and assess issues then make sound decisions
Highly refined and professional verbal and written communications
Ability to navigate multiple computer screens while working on the phone
Strong analytical skills with high attention to detail and accuracy
Job Expectations:
Training will be combination of OJT and Class
Working hours will be M-F between the hours of 7am-6pm
Hybrid 3/2
Posting End Date:
13 Sep 2025
*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 unit’s 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, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-469315