Customer Service Associate Licensed

About This Role

Wells Fargo is seeking a Customer Service Associate Licensed.

In This Role, You Will

• Participate in supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service
• Review less complex products and services to customers
• Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts
• Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements
• Collaborate and consult with managers, functional colleagues and stakeholders
• Provide assistance to frontline staff
  
  

• 6+ months of Customer Service - Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
  
  

• Completed 2 years of tertiary education
• Minimum of 6 months experience in customer service, preferably in brokerage and/or securities operations and/or trading services
• Experience in providing telephone support for trading/brokerage clients
• Active FINRA License Series 7 and 63, required
• Amenable to work on shifting schedules
  
  

• Willing to work US hours
• Willing to work onsite (BGC office)