Senior Customer Service Representative Licensed
About this role:
Wells Fargo is seeking a Senior Customer Service Representative Licensed.
In this role, you will:
- Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
- Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
- Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
- Provide subject matter expertise and interpretation of procedures to less experienced staff
- Interact with immediate team, functional area and internal peers outside work group on wide range of information
Required Qualifications:
- Experience in Customer Service- Licensed, or equivalent demonstrated through one or a combination of the following: work experience, training or education
- Active license or successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63
Desired Qualifications:
- Minimum of 2 years in a customer service (voice) preferably in Brokerage Services
- Good communication skills
Job Expectations:
- Willing to work onsite (BGC office)
- Willing to work US hours
Posting End Date:
27 Feb 2025*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Company profile
Wells Fargo
To ensure we continue to fulfill our role as a provider of vital services to customers, we are still hiring and continue to recruit top talent to Wells Fargo. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. As a result, throughout your application process, you may be asked to connect with us virtually. We encourage you to check our job postings regularly for updates and additions.
We’re strong for our customers and communities
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Our vision: “We want to satisfy our customers’ financial needs and help them succeed financially.”
About Wells Fargo Philippines
About Wells Fargo Philippines
Wells Fargo Philippines enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Operations, Risk and Compliance, Project Management, Finance & Accounting and Data Analytics. We operate in Taguig City, Metro Manila.
Wells Fargo’s presence in the Philippines is not new.
• Wells Fargo opened an office in the Philippines in 1901 to handle money, valuables, and goods by sea.
• In 1918, Wells Fargo’s worldwide express business ended, but banking services continued with foreign correspondent connections to Asia.
• In 1976, Wells Fargo’s Global Financial Institution (GFI) business began providing trade, payments, deposits, credit, and other banking solutions to customers in the country
• Wells Fargo Global Remittance Services has been available in the Philippines since 1994. Most recently, Wells Fargo tripled its remittance payout locations in the Philippines.
Wells Fargo Philippines is an active member of the Information Technology and Business Process Management Association of the Philippines (IBPAP), Global In-house Center Council (GICC) and Contact Center Association of the Philippines (CCAP).