Client Service Consultant Trainee 2-ICC Division at Wells Fargo in Salt Lake City, Utah

Posted in Other 5 days ago.





Job Description:

Job Description

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 application.

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, and both individual and institutional retirement.

The Investment Contact Center (ICC) provides virtual service and support for Wealth & Investment Management (WIM) clients across its two brands - The Private Bank and Wells Fargo Advisors (WFA) - as well as to plan sponsors and participants of Institutional Retirement and Trust, and affluent customers of Wells Fargo Bank. With more than 1,000 team members located in five regions, the ICC consists of three client-facing groups (Brokerage Services; High Net Worth, Affluent, and Banking Services, and the Retirement Service Center) and three support groups (Business Administration; Business Strategy, Initiatives, and Technology; and Operations). Our front-line employees manage millions of client interactions each year via phone, chat, email, and correspondence.

Client Service Consultants must pass the SIE, Series 7, Series 63, complete on-line training, and participate in classroom training in perpetration for acting as a 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.

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.

The Investment Contact Center Private Bank Team is open Monday through Friday between the hours of 6:00am-10:00pm MST.

Want to learn more about our team? Copy and paste this video URL into a new browser tab to hear what our team members are saying:  youtu.be/qoX6zB6YZlM

Required Qualifications

  • 3+ years of client service experience, related business experience, or a combination of both

Desired Qualifications

  • Excellent organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent problem solving skills
  • Ability to manage multiple and competing priorities
  • Ability to work in a fast-paced action oriented environment
  • Intermediate Microsoft Office skills
  • Retail banking experience
  • Brokerage industry experience

Other Desired Qualifications
  • Progress towards SIE and series 7, 6 and 63, 65/66 licensing

Job Expectations

  • Successfully completed FINRA Series 7 and 63 or the ability to obtain within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at 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

Street Address

UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT

Disclaimer

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 Orientation.

Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits  for benefits information.