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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. THE SALARY RANGES FOR THE ROLE ARE BETWEEN $62-$65K WITH AN 8% ANNUAL BONUS TARGET, TOTAL COMPENSATION CAN BE BETWEEN $67,000-$70,000K!!!!!!! This position requires securities licensing. May participate in special projects as needed. Assists with relationship management for both banking and brokerage clients, and executes and confirms moderately complex securities transactions initiated by clients.Īcting 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. 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. The Private Bank Servicing Team partners with the Relationship Team to offer a seamless, beyond- exceptional service experience to this special client segment. 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. Our front-line employees manage millions of client interactions each year via phone, chat, email, and correspondence. 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). 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. Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. O Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide. O Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. O Abbot Downing serves ultra-high-net-worth individuals and families. O Wells Fargo Private Bank serves high-net-worth individuals and families. WIM serves clients through the following businesses:
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O Helping clients build, manage, preserve, and transition their financial resources and wealth O Developing individualized plans for clients to help meet their financial objectives O Building enduring client relationships through sound, thoughtful, and objective advice Our mission is to help clients pursue their financial goals with confidence.
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WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. 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.Īt Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. The invitation can be sent by both email and text message.
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To participate in some selection activities you will need to respond to an invitation. 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.