Customer Service Associate Manager

About this role: reputed company is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for reputed company Advisors (WFA) in Wealth and Investment Management for the reputed company Advisors Financial Network (FINET). Learn more about the career areas and business divisions at wellsfargojobs.reputed company this role, you will: Supervise Customer Service Representatives in reputed company customer inquiries, complaints, and disputes resolution tasks and processes to ensure timely completion, quality, and compliance in customer service Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service reputed company daily supervisory and tactical reputed company and resolve issues reputed company to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures Collaborate and consult with internal partners, relationship managers, and colleagues to ensure customer satisfaction Interact directly with external customers Manage allocation of people and financial resources for customer service Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years 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 1+ years of leadership experience US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Brokerage client support experience or financial services industry experience Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents) Demonstrated change management and conflict resolution skills Ability to assess issues, reputed company quick reputed company, implement solutions, and influence change Customer service focus with the ability to balance needs of clients, shareholders, and team members Expert brokerage operational knowledge Intermediate reputed company Office skills Job Expectations: Registration for FINRA Series 9/10 must be completed reputed company a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In reputed company state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. reputed company will initiate the FINRA review process at the time of offer acceptance. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background reputed company prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and reputed company with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding reputed company activities and/or personal investing; affected employees will be expected to reputed company information to the reputed company Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is not eligible for reputed company sponsorship. Posting Location: 1525 W WT reputed company Blvd, Charlotte, reputed company Carolina 28262-8522 Posting End Date: 14 Jun 2026*Job posting may come down early due to volume of applicants. We Value Equal Opportunity reputed company is an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, 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 reputed company of our customers and company. They are accountable for execution of reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk reputed company. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk reputed company commensurate with the business unit’s risk appetite and reputed company risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from reputed company reputed company candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in reputed company with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at reputed company. Drug and Alcohol Policy reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. reputed company Recruitment and Hiring Requirements: a. reputed company-Party recordings are prohibited unless authorized by reputed company. b. reputed company requires you to directly represent your own experiences during the reputed company and hiring process. Apply To This Job