Wells Fargo is seeking a Customer Service Associate as part of the Brokerage Field Services group within Wealth & Investment Management Operations.

As a Customer Service Associate, you will respond to inquiries and resolve issues from branch representatives (such as FAs and CAs) related to a variety of complex financial products, services, and select internal segments across multiple channels. You will deliver a best‑in‑class customer experience while accurately documenting actions in accordance with internal controls, policies, and regulatory requirements. This role requires balancing client experience, accuracy, and productivity to consistently meet performance expectations. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Provide support to internal and external customers in account management, operations, documentation, and technical support

• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact

• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements

• Act as a primary support person for internal partners supporting customer services

• Provide information to managers as well as internal customers to resolve customer issues

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of call center customer service experience in the financial services industry

• Working knowledge of brokerage account management, operations, documentation, funding, and related technical support activities

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• High attention to detail and accuracy with a quality- and compliance‑oriented mindset

• Strong customer service capability with strong de‑escalation and issue‑resolution skills

• Excellent verbal, written, and interpersonal communication to support client interactions and cross‑team coordination

• Strong organization, multi-tasking, and prioritization skills; able to work independently within defined standards

• Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint)

Job Expectations:

• This position is not eligible for Visa sponsorship

• Ability to work between the hours of 7am and 6pm, additional hours and shifts as needed

• Willingness to work on-site at stated location on the job opening hybrid schedule

Posting Locations:

• 1525 W WT Harris Blvd, Charlotte, NC 28262

@RWF22