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Securities Operations Service Specialist 3 - Tax Reporting

Job Description

Let’s talk about building a rewarding career!

You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company’s four main divisions. 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 Advisors (WFA) operates the nation’s third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology.

The Tax Reporting Securities Operations Service Specialist 3 (SOSS3) provides world-class service and support to all Wells Fargo Advisors business channel field associates and/or financial center associates. Responsibilities 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. Remains current on process and procedural changes, creating or revising departmental procedures as needed. Participates and engages in learning all new information that is delivered and asks appropriate questions to gain a clear understanding in order to support and satisfy customers. Supports a diverse workplace environment. Remains current on industry developments and regulatory changes. Proactively recognizes potential client impacts and service issues. May provide department level reporting using multiple sources. May provide training or work direction to junior level staff. Provides back-up for other desks. May have extensive customer contact; works under minimal supervision.

The Tax Reporting SOSS3 role will be located at Wells Fargo Advisors Corporate Headquarters in St. Louis, MO.

IMPORTANT INFORMATION:

  • After submitting your application, please monitor your e-mail for future communications
  • Once your application is received, Wells Fargo will make initial contact with you via e-mail
  • Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
  • If your contact information has changed, please update prior to applying to this position
  • Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo
  • Due to a high volume of inquiries, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed may not receive a response
  • Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis.
Required Qualifications

  • 3+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center
  • 1+ year of call center environment experience
  • 1+ year of Beta experience

Desired Qualifications

  • 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
  • 2+ years of financial services industry experience
  • Ability to provide strong customer service while actively listening and responding in an appropriate manner

Disclaimer

    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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