Customer Service Specialist Licensed
Core
Provide account management, operations, documentation, and technical support to internal and external customers while ensuring compliance and identifying process improvements.
Role type
Licensed Customer Service Specialist
Builds
Operational support services for Wells Fargo customers
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Customer service, account management, operations, documentation, technical support, compliance, process improvement, independent judgment, policy interpretation
Preferred skills
FINRA Series 7 and 63 certification, tertiary education
Technologies
N/A
Responsibilities
Support internal and external customers with account management and technical support; Review and analyze product/service information to guide operational efficiencies; Present recommendations for resolving complex situations; Collaborate with colleagues and stakeholders; Provide guidance to less experienced staff
Seniority
Mid-level, hands-on IC