Financial Services Team Lead

3 weeks ago


Salt Lake, Utah, United States Wells Fargo Full time

Wells Fargo is a leading financial institution that values exceptional customer service. As a Customer Service Associate Manager, you will be responsible for supervising Registered and Unregistered Client Associates, providing support to Financial Advisors within our WFA footprint, and identifying opportunities for improvement in customer service.

Key Responsibilities
  • Supervise Client Associates: Provide guidance and direction to ensure excellent customer service delivery.
  • Support Financial Advisors: Collaborate with Financial Advisors to address customer concerns and resolve issues promptly.
  • Identify Opportunities for Improvement: Analyze data and feedback to identify areas for enhancement in customer service policies, procedures, and risk control measures.

In this role, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional customer experiences. We offer a competitive salary of $85,000 per year, as well as comprehensive benefits and opportunities for professional growth and development.

Requirements
  • Bachelor's Degree: In Business Administration, Finance, or related field.
  • Experience: Minimum 3 years in a customer-facing role or leadership position.
  • Skillset: Strong communication, problem-solving, and leadership skills.


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