Position's Title

Client Service Consultant 1

Number of Openings

1

Description

This is a great opportunity to join a team providing industry leading customer service 24 hours a day, 7 days a week. The Client Service Consultant is responsible for delivering exemplary service via inbound calls from our internal and external clients. As a member of the team, your duties include: meeting productivity standards while engaging clients in conversations regarding our financial products, managing account inquiries, providing basic technical support for our website and uncovering cross-sell opportunities. These responsibilities must be consistently met and sustained during training and while in the position.

The first three months of employment are dedicated to a classroom training program. During this time you will prepare for and take the FINRA Series 7 and 66 exams (to be obtained within 60 days of employment), enhance industry knowledge and develop an understanding of our internal organization to ensure adequate role clarity. 

Required Skills

Basic Qualifications 
 2+ years of client service experience in a financial services firm. 
   
 Minimum Qualifications 
 Experience in a demanding, time-constrained customer service environment such as a help-desk, call center, or customer service/complaint desk.  Effective oral communications and listening skills.  Ability to understand client concerns, questions and problems pertaining to financial transactions or planning and identify appropriate solutions in a call center environment.  Experience using business related computer software such as MS Office to record or look up information. 
   
 - Strong communication skills.
- High-level problem solving skills.
- Ability to work in a fast-paced, team environment.
- Excellent time-management skills with the ability to prioritize multiple tasks.
- PC/Windows experience.
- Flexibility in schedule, we provide 24 X 7 service 
   
 Preferred Skills 
 - Bachelors degree (preferably in Finance, Economics, Business Administration) or equivalent work experience.
- Knowledge of mutual funds and the financial industry.
- FINRA Series 7 and 66 licenses

To apply for this position, please visit our website at www.wellsfargo.com/careers, requisition search #   3616799.

Salary/Hourly Rate

DOE

Organization

Wells Fargo

Address

Boston  MA

Contact Person

Phone

Additional Information

Deadline to apply:         

Please indicate in your cover letter that you saw this posting on RCC website and why you think you would be good for this position.