The Private Bank Service Team - Client Service Specialist Licensed
Company: Wells Fargo Bank
Location: Park City
Posted on: February 16, 2020
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
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, insurance and both
individual and institutional retirement.
Wells Fargo Wealth Management is an industry leader in providing
unique financial services to high net worth clients including
comprehensive wealth planning/advice, investment management,
brokerage, private banking, retirement, fiduciary and
The Investment Contact Center (ICC) provides service and support
for clients of WIM?s five lines of business: Abbot Downing,
Retirement, Wealth Management, Wells Fargo Advisors (WFA), and
Wells Fargo Asset Management (WFAM). 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 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:
This is an exciting opportunity to be a part of The Private Bank
(TPB) Servicing Team!? The Private Bank is a by invitation only
exclusive segment of our high net worth clientele.? The Private
Bank Servicing Team partners with the Relationship Team to offer a
seamless, beyond exceptional service experience to this special
Overview of Job:
The WM TPB Client Service Specialist Licensed 1 position is
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 both banking and
brokerage clients, and executes and confirms moderately complex
securities transactions initiated by clients.
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. This position
requires securities licensing.
Tentative start date for this position is Monday, February 10th,
--- 3+ years of client service experience, business experience, or
a combination of both
--- Successfully completed FINRA Series 7 and 63 or 7 and 66 exams
to qualify for immediate registration (or FINRA recognized
--- Excellent verbal, written, and interpersonal communication
--- Effective organizational, multi tasking, and prioritizing
--- Outstanding problem solving skills
--- Intermediate Microsoft Office skills
--- Ability to work in a fast-paced deadline driven environment
--- Brokerage industry experience
--- Call center experience
--- Retail banking experience
--- Obtaining and/or maintaining appropriate Financial Industry
Regulatory Authority (FINRA) license(s) is required for ongoing
employment in this position. In addition state registration,
specific product licenses or SAFE licensing may apply. Additional
requirements include meeting enhanced financial fitness and
criminal background standards. Wells Fargo will initiate the FINRA
review process at the time of offer acceptance.
--- For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite may also be required
--- Ability to work nights, weekends, and/or holidays as needed or
UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT
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
Keywords: Wells Fargo Bank, Salt Lake City , The Private Bank Service Team - Client Service Specialist Licensed, Other , Park City, Utah
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