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Client Service Consultant 1
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | boston, Massachusetts |
About this job
Job Title:
Client Service Consultant 1
Job ID Number:
5127042
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Boston,MA
Qualifications:
Wells Fargo Funds Management, LLC is one of the nation's largest providers of mutual funds. Our diverse lineup of more than 120 mutual funds covers a broad spectrum of investment styles and asset classes. We are also one of the nation's top providers of money market funds, with a complete array of prime, treasury, and tax-exempt money market funds.
Currently, Wells Fargo Funds Management is seeking to fill multiple Client Service Consultant positions in our Boston, MA office. This is a great opportunity to join a team providing industry leading customer service. The Client Service Consultant is responsible for delivering exemplary service via inbound calls from our internal and external clients. As a member of the team, your duties include: meeting productivity standards while engaging clients in conversations regarding our financial products; managing account inquiries; providing basic technical support for our website; and uncovering cross-sell opportunities. These responsibilities must be consistently met and sustained during training and while in the position.
The first ten weeks of employment are dedicated to a classroom training program. During this time you will prepare for and take the FINRA Series 7 and 63 exams (to be obtained within 90 days of employment), enhance industry knowledge and develop an understanding of our internal organization to ensure adequate role clarity.
Expected Start Date: September 2015
2+ years client service, financial services or call center experience as demonstrated through work, military, or education experience. Experience in a demanding, time-constrained customer service environment such as a help-desk, call center, or customer service/complaint desk. Effective oral communications and listening skills. Ability to understand client concerns, questions and problems pertaining to financial transactions or planning and identify appropriate solutions in a call center environment. Experience using business related computer software such as MS Office to record or look up information. ***Flexibility in Schedule***
The Boston office provides service Monday-Friday, 8am-8pm
- BA/BS degree in Finance, Economics, Business OR equivalent education and work experience.
- Knowledge of the securities industry.
- Knowledge of mutual funds and / or the financial services industry as exemplified by Series 7 and 63 licenses OR related experience.
- Experience in a call center environment.
- Product and service experience.
Client Service Consultant 1
Job ID Number:
5127042
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Boston,MA
Qualifications:
Wells Fargo Funds Management, LLC is one of the nation's largest providers of mutual funds. Our diverse lineup of more than 120 mutual funds covers a broad spectrum of investment styles and asset classes. We are also one of the nation's top providers of money market funds, with a complete array of prime, treasury, and tax-exempt money market funds.
Currently, Wells Fargo Funds Management is seeking to fill multiple Client Service Consultant positions in our Boston, MA office. This is a great opportunity to join a team providing industry leading customer service. The Client Service Consultant is responsible for delivering exemplary service via inbound calls from our internal and external clients. As a member of the team, your duties include: meeting productivity standards while engaging clients in conversations regarding our financial products; managing account inquiries; providing basic technical support for our website; and uncovering cross-sell opportunities. These responsibilities must be consistently met and sustained during training and while in the position.
The first ten weeks of employment are dedicated to a classroom training program. During this time you will prepare for and take the FINRA Series 7 and 63 exams (to be obtained within 90 days of employment), enhance industry knowledge and develop an understanding of our internal organization to ensure adequate role clarity.
Expected Start Date: September 2015
2+ years client service, financial services or call center experience as demonstrated through work, military, or education experience. Experience in a demanding, time-constrained customer service environment such as a help-desk, call center, or customer service/complaint desk. Effective oral communications and listening skills. Ability to understand client concerns, questions and problems pertaining to financial transactions or planning and identify appropriate solutions in a call center environment. Experience using business related computer software such as MS Office to record or look up information. ***Flexibility in Schedule***
The Boston office provides service Monday-Friday, 8am-8pm
- BA/BS degree in Finance, Economics, Business OR equivalent education and work experience.
- Knowledge of the securities industry.
- Knowledge of mutual funds and / or the financial services industry as exemplified by Series 7 and 63 licenses OR related experience.
- Experience in a call center environment.
- Product and service experience.
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