Customer Service Representative

Posted 5 Hours Ago
Be an Early Applicant
Minneapolis, MN, USA
Hybrid
22-27 Hourly
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Provide front-line support for brokerage clients via phone, chat, and other channels. Resolve customer inquiries, follow policies and escalation procedures, advocate digital services, and meet call-center performance metrics while maintaining accuracy and compliance.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center provides service and support for clients of WIM's lines of business, the Client Relationship Group and The Private Bank. The client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role, you will service clients with brokerage accounts via telephone. You will act as a front-line problem solver to address client concerns, assisting them as needed. This is a challenging role with a broad focus. Successful employees are punctual, reliable, and are always learning new ways to support clients and to provide an exceptional client experience every day.
In this role, you will:
  • Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
  • Interact with customer service team and perform moderately complex customer support tasks
  • Manage risk by following all policies and procedures and staying abreast of changes to them
  • Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
  • Receive direction from customer service supervisor and escalate non-routine questions
Required Qualifications:
  • 1+ year of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
  • Ability to execute in a fast paced, high demand, metric driven call center environment
  • Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
  • Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
  • Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
  • Knowledge,understanding and experience of internet, mobile, and social media technology
  • Industry experience in financial, mortgage, administrative, collections, or reporting areas
  • Strong knowledge and understanding of bank policies, procedures, and systems
Job Expectations:
  • Must be able to attend full duration of required training period
  • This position is not eligible for Visa sponsorship
  • Ability to work additional hours as needed
  • Schedule may be eligible for a shift differential under the terms of the shift differential policy
  • Must work on-site at the location posted
Training Schedule:
  • Start Date: Sept 21, 2026
  • Training will be for six weeks Monday - Friday 8:30 am EST - 5:00 pm CST
  • Your regular work schedule will be based on business need and may include working some weekends and some holidays
Posting Location(s):
  • 550 S 4th St. Floor 13, Minneapolis, MN 55415
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$21.63 - $27.40
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
12 Jul 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.
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.

Skills Required

  • 1+ year of Customer Service, Financial Services or Contact Center support experience (or equivalent)
  • Must be able to attend full duration of required training period
  • Must work on-site at the posted location
  • Ability to work additional hours as needed
  • Punctuality, reliability, and willingness to learn
  • Ability to follow policies and procedures and manage risk/compliance obligations
  • Ability to interact professionally and escalate non-routine questions to supervisor
  • Ability to provide strong customer service, active listening, and issue resolution
  • Ability to execute in a fast-paced, metric-driven call center environment
  • Excellent verbal, written, and interpersonal communication skills
  • Experience navigating multiple computer systems, applications, and search tools
  • Knowledge and experience with internet, mobile, and social media technology
  • Industry experience in financial, mortgage, administrative, collections, or reporting areas
  • Military experience resolving complex issues (preferred example)
  • Strong knowledge and understanding of bank policies, procedures, and systems

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
  • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
  • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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