Client Service Consultant 3

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:

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

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Abbot Downing serves ultra-high-net-worth individuals and families.
o 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.
o 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 and Abbot Downing, 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 customers by providing a variety of support services in account management, operations, documentation, customer service and technical support. Duties include: discuss operating problems and identify opportunities for improvement; communicating and coordinating with assigned relationship managers; analyzing business issues to create operational efficiencies, quality and compliance; analyzing and resolving operational, systems-related and/or customer issues; monitoring and replying to monitored mailboxes; training and communicating system use to internal customers and assisting with special projects relating to product
conversions data cleanup, and new product development. Provide guidance to all our system users.

Salary range is determined by the location of the job.
The salary range displayed below is based on a Full-time 40 hour a week schedule:

WI-La Crosse: Min: $41,600 Mid: $57,800 Max: $74,000
CO-Colorado Springs: Min: $41,600 Mid: $57,800 Max: $74,000
GA-Atlanta: Min: $41,600 Mid: $57,800 Max: $74,000
NC-Charlotte: Min: $41,600 Mid: $57,800 Max: $74,000

May be considered for a discretionary bonus.

• 5+ years of client service experience demonstrated through work or military experience
• 1+ year of wealth or investment management experience

• Strong project management skills
• Strong organizational, multi tasking, and prioritizing skills
• Ability to work independently
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Good analysis, tracking, trending, and modeling skills
• Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Strong collaboration skills

• Knowledge of WIM Systems including Client Link, KYCM and Client Controlled Document Management

The salary range displayed below is based on a Full-time 40 hour a week schedule.
WI-La Crosse: Min: $41,600 Mid: $57,800 Max: $74,000
CO-Colorado Springs: Min: $41,600 Mid: $57,800 Max: $74,000
GA-Atlanta: Min: $41,600 Mid: $57,800 Max: $74,000
NC-Charlotte: Min: $41,600 Mid: $57,800 Max: $74,000

WI-La Crosse: 305 5th Ave S - La Crosse, WI
CO-Colorado Springs: 90 S Cascade Ave - Colorado Springs, CO
GA-Atlanta: 3280 Peachtree Rd Ne - Atlanta, GA
NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC

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

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.