Client Service Consultant - Wealth Management

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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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. 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. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• 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.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, 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.

Responsible for supporting internal and external customers by providing support services in account management, operations, documentation, customer service and technical support.

Duties include: communicating with clients regarding billing, account questions, account transactions; researching and resolving problems identified by customers; collaborating with relationship managers; preparing documentation checklist, documents, reports and other items; tracking and monitoring portfolio on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance of files and reports, letters of credit, pricing and delinquencies; preparing regular performance reports of account activities; producing and maintaining tickler report and default reports. Orient new and existing clients by conducting client training on client products, services, and company policies, procedures and regulations. May provide technical support on Wells Fargo web sites and web site training for 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.

We're open Monday-Friday between the hours of 6:00am-6:00pm and look for flexibility between these timeframes.

Required Qualifications

• 2+ years of experience in one or a combination of the following: client services, financial services, or call center, demonstrated through work, military, or education

Desired Qualifications

• Ability to work in a fast-paced action oriented environment
• Effective organizational, multi tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to understand client concerns, questions, and problems then identify appropriate solutions
• Basic Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Wealth or investment management experience
• Client or sales services experience

Other Desired Qualifications

• Ability to work in a fast-paced action oriented environment
• Effective organizational, multi tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to understand client concerns, questions, and problems then identify appropriate solutions
• Basic Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Retail banking experience
• Ability to exercise independent judgment to identify and resolve problems
• DQO - Wealth or investment management experience
• DQO - Client or sales services experience

Job Expectations

• Position Hours: Monday - Friday (as early as 7 am and as late as 6 pm ).

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

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