Customer Service Associate

Wells Fargo • Charlotte, NC • 3h ago

About this role:

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:

Charlotte, North Carolina

Posting End Date:

11 Jun 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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 Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-549244

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