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Client Service Consultant 1

Company: Wells Fargo Bank
Location: Waco
Posted on: June 10, 2019

Job Description:

Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement. Retirement: Wells Fargo Retirement is a top retirement provider to institutional customers across the U.S. Wells Fargo ranks second in annuity distribution, sixth in IRA assets and eighth in retirement recordkeeping. The company also administers custody assets, provides investments and executive benefits to institutional clients and delivers reinsurance services to global insurance companies. Wells Fargo's Retirement Division is seeking a Client Service Consultant for their Waco, TX office. As a Client Service Consultant you will be responsible for supporting internal and external customers by providing support services in account management, operations, documentation, customer service and technical support. Duties include: communicating with clients regarding billing, account questions, account transactions; researching and resolving problems identified by customers; cross-selling and making customer calls with relationship managers; preparing documentation checklist, documents, reports and other items; tracking and monitoring portfolio on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance of files and reports, letters of credit, pricing and delinquencies; preparing regular performance reports of account activities; producing and maintaining tickler report and default reports. Orient new and existing clients by conducting client training on client products, services, and company policies, procedures and regulations. May provide technical support on Wells Fargo web sites and web site training for clients. This is an exciting role that offers the opportunity for occasional travel, attend client onsite meetings and give presentations! Hours are Monday - Friday 8:00am - 5:00 pm with overtime required as needed. Required Qualifications 2+ years of experience in one or a combination of the following: client services, financial services, or call center, demonstrated through work, military, or education Desired Qualifications Ability to work in a fast-paced action oriented environment Effective organizational, multi tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Ability to understand client concerns, questions, and problems then identify appropriate solutions Basic Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Financial industry experience Ability to identify and present processes/operational enhancements Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Strong attention to detail and accuracy skills Salary Information The salary range displayed below is based on a Full-time 40 hour a week schedule. TX-Waco: Min: $31,200 Mid: $38,900 Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI

Keywords: Wells Fargo Bank, Waco , Client Service Consultant 1, Professions , Waco, Texas

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