Full-Time

Customer Service Associate Manager

Posted on 1/11/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$55.3k - $98.3kAnnually

Mid, Senior

No H1B Sponsorship

Minneapolis, MN, USA

This position offers a hybrid work schedule.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Requirements
  • 2+ years 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
  • 1+ years of leadership experience
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Responsibilities
  • Supervise Registered and Unregistered Client Associates
  • Support Financial Advisors within the WFA footprint
  • Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service
  • Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures
  • Collaborate and consult with internal partners, field leaders, and colleagues to ensure customer satisfaction
  • Interact directly with internal partners
  • Manage allocation of people and financial resources for financial advisor support
  • Mentor and guide talent development of direct reports and assist in hiring talent
Desired Qualifications
  • Brokerage client support experience or financial services industry experience
  • Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents)
  • Demonstrated change management and conflict resolution skills
  • Ability to assess issues, make quick decisions, implement solutions, and influence change
  • Customer service focus with the ability to balance needs of clients, shareholders, and team members
  • Expert brokerage operational knowledge
  • Intermediate Microsoft Office skills

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its products work through a network of branches and ATMs, as well as online and mobile banking platforms, allowing customers to access their accounts and manage their finances conveniently and securely. What sets Wells Fargo apart from its competitors is its extensive range of specialized services, such as financial planning, retirement solutions, and wealth management, which cater to a diverse clientele with varying financial goals. The company's goal is to enhance customer success by continually improving its offerings and ensuring a secure and efficient banking experience.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and retention.
  • Fintech partnerships enable innovative and flexible financial products.
  • Sustainable finance initiatives attract environmentally conscious consumers and businesses.

What critics are saying

  • Increased competition in credit facilities may impact Wells Fargo's market share.
  • Pressure to offer competitive terms could affect profitability.
  • Exposure to credit risk from large facilities could lead to financial instability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company leverages a robust online and mobile banking platform.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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