Wells Fargo

Wells Fargo

Lead Business Execution Administrator

SAINT LOUIS, MO

H1B sponsorship availableDetected 6 hours ago
ComplianceCustomer SupportCommunicationProblem SolvingMentoringMicrosoft Office

About the role

  • Learn more about the career areas and business divisions at www.wellsfargojobs.com.
  • Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®.
  • Identify opportunities for process improvements within scope of responsibilities or functional area.

Responsibilities

  • Provide training and assistance to employees and business partners through inbound call support and/or inbox and escalations.
  • Partner with different Product Teams stay ahead of updates as well as raise their hand when issues arise.
  • Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders.
  • Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.

Requirements

  • Ability to work in a fast-paced action-oriented environment
  • Experience resolving and working through escalated and complex customer issues
  • Call center customer service experience in the financial services industry
  • Experience supporting or training others on digital platforms or tools
  • Participate in all required training and remain current on all application releases and updates.
  • 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
  • Intermediate Microsoft Office skills
  • Good analytical skills with high attention to detail and accuracy
  • Financial services industry experience

Benefits

  • To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Company info

  • 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.

Equal opportunity

  • We Value Equal Opportunity
  • Wells Fargo is an equal opportunity employer.
  • Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Visa & Work Authorization

  • This position is not eligible for Visa sponsorship.

This listing is sourced directly from Wells Fargo's careers page and normalized into a canonical job model.