• Job Description

  Req#: R-463085

  About this role:

  Wells Fargo is seeking a Customer Resolution Representative in IRA Estate Processing for the Estate Care Center department as part of Consumer and Small Business Banking Operations. Learn more about the career areas and lines of business at wellsfargojobs.com.

  In this role you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services
  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
  • Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
  • Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
  • Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly
  • Processing cash and assets out of deceased IRA’s to the beneficiaries
  • Receives Service Requests via Doc View to the IRA Estate work queue
  • Reviews client paperwork to ensure in good order before requests are processed
  • Follows up with FA or CA to resolve issues with paperwork

  Required Qualifications:

  • 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  Desired Qualifications:

  • 2+ years of Securities Operations
  • Experience with BETA, Pega and SmartStation
  • Ability to read legal documents
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Effective organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Office skills
  • Strong attention to detail and accuracy skills
  • Solid problem solving skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management skills and ability to meet deadlines
  • Experience meeting high production and quality standards
  • Ability to be flexible and adjust plans quickly to meet changing business needs
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, identifying complaint language, and recommending solutions

  Job Expectations:

  Schedule: Monday Thru Friday 8am-4:30pm

  Training:

  • You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
  • Training period will be for 4-6 weeks. Training hours are 8:00 a.m. – 4:30 p.m. Monday – Friday CST. You are required to attend the full duration of this paid 4-6 weeks of training.
  • We’re open from Monday - Friday, 8:00 a.m. – 4:30 p.m CST. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
  • This position offers a hybrid work
  • No relocation
  • This position is not eligible for Visa sponsorship
  • Starting rate: $22.00

  Posting Location:

  • 2801 Market St, F & L Bldg - Saint Louis, MO 63103 (Selected candidate must reside within a commutable distance to this location and must be able to work on-site at the posted location )

  Posting End Date:

  9 Jun 2025

  *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.

• About the company

  Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco.

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