Wealth & Investment Management (WIM) is one of the United States’ leading providers of financial and investment services. WIM offers a full range of personalized wealth management, investment and retirement products and services to clients across U.S. based businesses including Wells Fargo Advisors and The Private Bank. We deliver financial planning, private banking, credit, investment management, and fiduciary services to high-net worth and ultra-high-net worth individuals and families. We also serve customers' brokerage needs. Our mission is to help clients pursue their financial goals with confidence by:
- Building enduring client relationships through sound, thoughtful, and objective advice
- Developing individualized plans for clients to help meet their financial objectives
- Helping clients build, manage, preserve, and transition their financial resources and wealth
Our Business Lines
WIM serves clients through the following businesses:
Wells Fargo Private Bank
Through Wells Fargo Private Bank, WIM is 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 individuals and families.
Wells Fargo Advisors
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.
Investment Contact Center
The Investment Contact Center (ICC) provides virtual service and support for Wealth & Investment Management clients across its two brands — The Private Bank and Wells Fargo Advisors. Our front-line employees manage millions of client interactions each year via telephone and online chat.
ICC representatives work for one of the following client-servicing businesses: Brokerage Services, Investment Resource Center, The Private Bank/Wealth Management Service Team, and Trust Services Contact Center.
The ICC has locations in Charlotte, NC; Minneapolis, MN; Saint Louis, MO; Salt Lake City, UT; and Manila, Philippines.
Functions of the ICC
Our Investment Contact Center is responsible for:
- Handling a high number of incoming phone calls from our clients
- Managing account inquiries and resolving moderately complex problems and transactions
- Providing technical support for our website
- Focusing on customer service while balancing the needs of clients, shareholders and team members
- Meeting productivity standards while engaging clients in conversations regarding our financial products
- Meeting performance objectives in service and quality assurance
ICC employees are extremely customer focused, organized, detail-oriented and have the ability to easily multitask, and translate complex topics into simple terms for our customers.
Jobs within our Investment Contact Centers include:
Customer Service Representative
Customer Service Representatives work directly with clients, actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
Trading Enablement Assistant
Trading Enablement Assistants execute and confirm routine securities transactions initiated by customers and serve as subject matter experts for the securities market.
Wealth Contact Center Development Associate
Employees in this role provide support for new business development for investment product solutions to prospective clients for low complexity initiatives.
Customer Service Specialist
Customer Service Specialists work within a call center environment, acting as primary liaison between clients and Wells Fargo Advisors.
Licensed Program Analyst
Licensed Program Analysts identify opportunities for offering a full range of Wells Fargo products and services, based on customers' needs.