Job Description It starts with you . Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.
Wealth and Investment Management (WIM) is one of the company's four main divisions. 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, insurance and both individual and institutional retirement.
Wealth Management (WM) is a member of WIM and a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth
The Client Service Manager 3 is responsible for managing a department or business unit engaged in client support servicing. Duties include: resolving the most escalated customer service issues and inquiries; assisting with the development of tracking and monitoring reports; overseeing management responses to high-level customer delinquencies, defaults or other problems; developing product enhancements and new products; managing special projects related to new product development or service improvements; setting and implementing service and productivity standards and goals; may create and implement cross-sell programs or goals. Required Qualifications
7+ years of client service experience, related business experience, or a combination of both
3+ years of management experience
Expert operational understanding and experience in customer service/client support servicing initiatives and strategies
Strong leadership skills
Ability to assess issues, make quick decisions, implement solutions, and influence change
Strong change management skills
Customer service focus with the ability to balance needs of clients, shareholders, and team members
Intermediate Microsoft Office skills
Risk management experience
Knowledge and understanding of Know Your Customer (KYC) regulations
Knowledge and understanding of Anti Money Laundering (AML) requirements
Strong relationship management skills
Knowledge and understanding of online banking bill pay and money movement solutions
Client service focus with the ability to listen to customer needs and recommend solutions
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.