Posted:
1/6/2026, 2:57:57 AM
Location(s):
Salt Lake City, Utah, United States ⋅ Utah, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Customer Success & Support
About this role:
Wells Fargo is seeking a Licensed Customer Service Associate for the Investment Contact Center (ICC).
In this role, you will:
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
Required Qualifications:
6+ months of Customer Service - Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Active FINRA Series 7, and 63 (or 66) exams
Experience working within the Investment Contact Center
Strong organizational, multi-tasking, and prioritizing skills
Ability to work independently
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Strong collaboration skills
Job Expectations:
Posting End Date:
7 Jan 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.
Website: https://www.wellsfargo.com/
Headquarter Location: San Francisco, California, United States
Employee Count: 10001+
Year Founded: 1852
IPO Status: Public
Industries: Banking ⋅ Financial Services ⋅ FinTech ⋅ Insurance ⋅ Payments