Customer Service Representative for Financial Account

Updated: April 30, 2024 08:41 PM GMT

Wells Fargo Philippines

Taguig, Metro Manila

Voice Support - Inbound
• Walkthrough the Financial Advisors and Client Associates (internal customers) in opening/closing and other transactions in a brokerage account in the system.
• Provides information to branch on the required documents to transactions in the brokerage account.
• Reviews and approves brokerage account transactions and maintenance documents submitted by the branch through system service requests.
• Educate the Financial advisors and Client associates on how to submit service request in Smart Station.
• Receives, reviews and approves service requests to update brokerage account information.
• Explains policies and procedures related to brokerage services.
• Add/remove account restrictions for upcoming or urgent trades.

Voice Support -Outbound
• Initiates outbound calls to branch (internal customers) if further research or escalation is required to help branch Wells Fargo Advisors team members, financial advisors and client associates. More Detail