About this role
At Wells Fargo, a Customer Service Associate Licensed supports internal and external customers with account management, operations, documentation, funding, customer service, and technical support for registered financial products and services. You will work within defined parameters while developing knowledge of policies, procedures, products, and regulatory requirements.
In this role, you will
- Provide customer support across account management, operations, documentation, funding, and technical service activities within defined parameters
- Review routine products and services and provide accurate information that supports customer needs
- Complete account booking and maintenance activities and track documentation, funding, and account requirements for completeness and compliance
- Research customer questions, document actions, and escalate issues that fall outside defined parameters
- Receive direction from a supervisor and exercise judgment while developing knowledge of policies, procedures, products, and compliance requirements
- Collaborate with managers, functional colleagues, and stakeholders and provide assistance to frontline staff
Required Qualifications
- 6+ months of customer service - licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
- Experience applying compliance requirements and risk controls when supporting registered financial products and customer transactions
- Knowledge of customer support operations, process delivery, and account documentation in a regulated financial services environment
- Ability to use product knowledge and customer insights to respond accurately to inquiries and identify appropriate next steps
Job Expectations
- Willing to work US hours
- Willing to work onsite (BGC office)
Posting End Date:
2 Nov 2026
*Job posting may come down early due to volume of applicants.
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.
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 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
