Brokerage Services Customer Support Specialist

2 weeks ago


Salt Lake, Utah, United States Wells Fargo Full time

Brokerage Services Customer Support Specialist

About this role:

Wells Fargo is seeking a Customer Support Specialist to assist in delivering exceptional service to our clients.

Key Responsibilities:

  • Provide assistance with financial products and services.
  • Identify and propose enhancements to the customer service experience, ensuring efficient resolution of client inquiries.
  • Handle moderately complex customer support tasks with professionalism.
  • Receive guidance from the customer service supervisor and escalate complex issues as necessary.
  • Collaborate with the customer service team to address intricate customer challenges.
  • Facilitate training on policies and procedures, offering support to less experienced team members and clients.

Required Qualifications:

Minimum of 2 years in Customer Service, Financial Services, or Contact Center roles, or equivalent experience through a combination of work history, training, military service, or education.

Preferred Qualifications:

  • A Bachelor’s degree or higher.
  • Experience in the brokerage industry.
  • Background in contact center operations.
  • Military experience related to personnel benefits management or human resources.
  • Experience in military intelligence or analytics, including project management and finance management.
  • Familiarity with military protocols and support systems.

Diversity and Inclusion:

At Wells Fargo, we are committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates, regardless of their background.

Our employees play a crucial role in building strong customer relationships while adhering to a culture of risk management and compliance. They are responsible for executing all relevant risk programs and ensuring adherence to Wells Fargo policies and procedures.



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