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Client Service Consultant 3

Wells Fargo | Menomonee Falls WI 53052 USA | Full Time | Posted: 06/14/2019

Job Descriptiontop

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $504 billion in assets under management as of January 12, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

The Client Service Consultant is responsible for supporting internal and external customers by providing leadership on moderately complex to complex support services in account management, operations, documentation, customer service and technical support. Responsibilities include, but are not limited to:

  • Coordination of functions such as new account on-boarding, account terminations, client custodian transitions, and client cash flows
  • Leading client service projects and coordinating with all areas of the combined organization to improve support capabilities and efficiencies
  • Evaluating operating processes and controls for potential risks and enhancement opportunities
  • Driving for results, conveying a sense of urgency and bringing issues to closure despite obstacles and opposition
  • Demonstrating outstanding flexibility, teamwork and leadership across all levels of Wells Capital Management and its affiliates
  • Analyzing and resolving complex customer service, operational, and/or systems-related issues
  • Monitoring, assessing and analyzing accounts on an ongoing basis for compliance, documentation exceptions, data quality, maintenance of files and systems, and invoicing of fees in order to minimize operational and system risk
  • Demonstrating sound decision making and strategic thinking which reflects an understanding of our businesses and its priorities


Required Qualifications

  • 5+ years of client service experience

Desired Qualifications

  • Strong project management skills
  • Strong organizational, multi tasking, and prioritizing skills
  • Ability to work independently
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Good analysis, tracking, trending, and modeling skills
  • Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Strong collaboration skills
  • A BS/BA degree or higher in accounting, finance, or economics
  • 5+ years of investment industry experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Account Management experience

Other Desired Qualifications
  • Ability to lead projects across multiple teams and locations
  • Experience implementing solutions on behalf of the customer or client, improving productivity and customer satisfaction

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

WI-Menomonee Falls: Min: $41,600 Mid: $57,800
CA-SF-Financial District: Min: $50,000 Mid: $69,400

Street Address

WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI
CA-SF-Financial District: 525 Market St - San Francisco, CA


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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Location Menomonee Falls, WI, 53052, United States
Categories Customer Support/Client Care

Location Maptop

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Job Code 5474295-1

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