Customer Service Associate

About this role:

Wells Fargo is seeking a Customer Service Associate within Wealth & Investment Management as a part of the Contact Center division. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Provide support to internal and external customers in account management, operations, documentation, and technical support

• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact

• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements

• Act as a primary support person for the customer and internal partners supporting customer services

• Provide information to managers as well as internal and external customers to resolve customer issues

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ years of financial customer service experience

• 1+ years of experience in asset movement

• Contact center experience

• Financial product & service knowledge

• Knowledge of investment terminology

• Basic Microsoft Office skills

• Experience processing complex transactions and performing extensive research to resolve complex customer inquiries

• Excellent verbal, written, and interpersonal communication skills

• Ability to navigate multiple computer system windows, applications, and utilize search tools to find information

• Ability to interact effectively with internal and external partners and clients/customers

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Location:

• Charlotte, NC

Posting End Date: 

29 Apr 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.