Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3 (SOSS3) provides service and support to all Wells Fargo Advisors business channel field associates and/or financial center associates.
include receiving and resolving questions, inquiries, and problems reported by these customers related to Tax Reporting and Cost Basis processes, policies, and procedures. Resolution must occur in a timely and accurate manner to satisfy internal and/or external clients. Must be able to answer electronic inquiries and respond to e-mails appropriately. Assist entire team in meeting targeted monthly service levels. Assist team members with fulfilling all departmental responsibilities. Ensures all calls and escalations are handled in accordance to departmental policy, procedure, and quality guidelines. Meets or exceeds established goals for service and productivity/availability. Proactively recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage Graduate of Finance/Accountancy/Banking preferred
Strong attention to detail and accuracy skills Intermediate Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment 1+ years of call center environment experience 6 months of Cost Basis experience 6 months of Tax Reporting or Brokerage experience
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo