About This Role
Wells Fargo is seeking a Customer Service Specialist Licensed.
In This Role, You Will
- Participate in supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service- Licensed
- Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance
- Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements
- Collaborate and consult with colleagues, internal partners and stakeholders
- Provide guidance to less experienced staff
Required Qualifications
- 2+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
Desired Qualifications
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- Completed at least 2 years of tertiary education
- At least 2 years of experience as a Team Lead in Brokerage Operations or Trading Services
- Active FINRA Series 7 and 63 - REQUIRED
- Amenable to work on shifting schedules
Job Expectations
- Willing to work US hours
- Willing to work on-site (BGC office)
Reference Number
R-526891
