Customer Service Representative For Investment Contact Center Servicing

Customer Service Representative

Wells Fargo is seeking a Customer Service Representative. In this role, you will:

• Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Interact with customer service team and perform moderately complex customer support tasks
• Manage risk by following all policies and procedures and staying abreast of changes to them
• Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
• Receive direction from customer service supervisor and escalate non-routine questions

Required Qualifications:

• 2+ years 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:

• At least 2 years of experience in Customer Service in managing routine and complex customer inquiries
• Amenable to 100% voice support role
• Experience in a financial campaign is an advantage but is not required
• Experience in Wealth and Investment Management is an advantage but is not required
• Amenable to work on a permanent night shift with separate team working on weekend and weekdays schedule
• Amenable to onsite reporting in Five Neo Building 31st Street BGC Taguig City

Job Expectations:

Responsible for responding to routine inquiries and complaints from internal and external customers regarding financial products and services. Duties include: processing routine to complex transactions on-line, researching and resolving routine to moderately complex problems and inquiries and referring difficult problems to more senior representatives. Duties may also include: cross-sell or refer products, account maintenance, report generation, and project work.

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.