Customer Service Associate Licensed at Wells fargo

Participate in supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service

Review less complex products and services to customers

Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts

Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements

Collaborate and consult with managers, functional colleagues and stakeholders

Provide assistance to frontline staff

Wells fargo

Customer Service Associate Licensed

Role Overview

About Wells fargo

Key Responsibilities

Requirements & Eligibility

Required Skills & Tech