Field Support Specialist

Employment Type

: Full-Time

Industry

: Customer Service/Call Center



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Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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.

The Field Support Specialist is responsible for targeted day-to-day operational processing across multiple sales locations. Works closely with the Field Support Manager and Assistant Field Support Manager to ensure timely processing and delivery of operations and client support to Advisors and Licensed Bankers. The Field Support Specialist is responsible for processing operational tasks related to asset movement and trade processing. This includes, but is not limited to, check deposits, check disbursements, physical security deposits, trade corrections, and order errors. Coordinates incoming & outgoing correspondence, wire traffic email distribution, record storage & retrieval, and the submission of account documentation for imaging. The Field Support Specialist is responsible for identifying and escalating potential risk-related operational activities and managing service level standards to ensure timely and accurate delivery of operations support.

Position can be located in the following: Central CA market, Sierra Valley market (including but not limited to: San Jose, Roseville, Sacramento and Reno, NV - these markets do NOT include Las Vegas)

Required Qualifications

* 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience

Desired Qualifications

* Experience in cashiering or wire operations
* Strong analytical skills with high attention to detail and accuracy
* Excellent verbal, written, and interpersonal communication skills
* Brokerage operations experience
* Knowledge and understanding of brokerage: systems or applications

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.


Associated topics: assistance, information technology, information technology analyst, information technology support, support, support analyst, support specialist, systems administrator, technician iii, technology

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