Wealth Contact Center Development Associate - Military Veterans

About this role:

Wells Fargo is seeking a Wealth Contact Center Development Associate. Working within a contact center environment, in this role you will be responsible for new business development of WFA's investment product solutions to prospective clients. Through inbound and outbound call activity, you will provide education and consultation to help determine the most suitable WFA solution to meet the client's needs and objectives. Depending on the type of WFA product, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. You will demonstrate expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship-building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of businesses.

In this role, you will:

• Work within a contact center environment to provide support for new business development for investment product solutions to prospective clients for low complexity initiatives within Wealth Contact Center Development functional area


• Effectively managing pipeline reports to deliver exceptional service and meet performance objectives


• Remain in compliance with all standards, procedures and regulations


• Review basic or tactical issues, policies, or procedures for new business opportunities related to lower risk tasks and deliverables with narrower impact


• Receive direction from Wealth Contact Center Development supervisor and exercise judgment within defined parameters while developing understanding of investments, markets, finance and economic conditions with ability to sell or refer investment and retirement solutions


• Provide investment related information to managers, functional colleagues and stakeholders, including internal or external customers to ensure high quality client service is provided while business objectives are obtained


• Work on miscellaneous projects as assigned

Required Qualifications, US:

• 6+ months of Client Management Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


• Successfully completed FINRA Series 7 and 66 (or 66 equivalent) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Strong interest in providing investment product solutions


• History of performing excellent client service


• Desire to grow investment knowledge


• Experience working in an Investment Contact Center group


• Contact center experience


• Financial services sales experience


• Investment industry experience


• Excellent organizational, multi-tasking, and prioritizing skills


• Excellent verbal, written, and interpersonal communication skills


• Excellent problem-solving skills


• Ability to manage multiple and competing priorities


• Ability to work in a fast-paced action oriented environment


• Intermediate Microsoft Office skills


• Ability to work effectively, as well as independently, in a team environment

Job Expectations:

• Hybrid Schedule


• 5201 AMELIA EARHART DRIVE, SALT LAKE CITY, UT 84116


• 1525 WEST W.T. HARRIS BLVD, BLDG 3, CHARLOTTE, NC 28262

Posting End Date:

3 Nov 2024
*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 Disability Inclusion at Wells Fargo .

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.