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Wealth Contact Center Development Associate

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

Desired Qualifications:

  • 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
  • Contact center experience
  • Financial services sales experience
  • Investment industry experience
  • Ability to work effectively, as well as independently, in a team environment
  • Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents) 

Job Expectations:

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 is required at time the application is submitted. Series 66 (or 63 and 65) examinations, or equivalent, must be completed within a 90-day time period following commencement of employment. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

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Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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