Customer Service Position for the Shareowner Services Department

  • Company: Wells Fargo
  • Location: Mendota Heights, Minnesota
  • Posted: September 23, 2017
  • Reference ID: 5355795-1
Job Description

It was recently announced that Wells Fargo Shareowner Services is being purchased by Equiniti Group plc, a technology-based business process and services provider based in the UK. The sale is expected to close prior to, or in the first quarter of 2018. We are continuing to recruit for all open positions supporting Wells Fargo Shareowner Services, however, we want to make sure you are aware that when the sale closes, this position will be transferred to Equiniti. If you are offered the position and begin working at Wells Fargo Shareowner Services, you should expect to receive a separate offer letter from Equiniti with similar terms and conditions following your Wells Fargo start date.

For additional information about Equiniti, please visit

Let’s talk about building a rewarding career

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

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 (, 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, shareowner services, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Shareowner Services:

Since 1929, Wells Fargo Shareowner Services (WFSS) has been the transfer agent division of Wells Fargo Bank, N.A. Offering a complete array of services, WFSS services more than 850 issuers and their shareholders.

This position is a key contributor within the Shareowner Relations Call Center. Under minimal supervision, a Shareowner Relations Account representative spends nearly 100% of his/her time on the phone and is responsible for responding to inquiries and providing assistance to shareholders in a timely, efficient, and professional manner. The nature of the inquires received pertain to transfer requirements, dividend payments, reinvestments, lost securities, address changes, on-line access inquiries, tax information, information to complete various account transactions, and other miscellaneous information regarding the shareholder account or client events.

We provide our Account Representatives continuous coaching and development which not only enhances their ability to provide exemplary service and solutions to our customers, but also enhances the Account Representative’s career growth. Our successful representatives demonstrate self-motivation, a positive attitude, have the ability to work well on a team and have a solid work history. They also demonstrate strong listening, written and verbal communication skills. They are receptive to coaching and feedback, have the desire to meet/exceed goals and solve problems while working in a fast paced environment. Our Account Representatives play a critical role in our customers’ lives; therefore, predictable and reliable attendance is an essential function of the position.

We offer a structured training program for this position that begins Monday, November 27th 2017, training is ran during normal business hours.


Required Qualifications

  • 3+ months of customer service experience

Desired Qualifications

  • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
  • Good analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • High motivation with ability to successfully meet individual and team goals
  • Solid problem solving skills
  • Ability to navigate multiple computer screens while working on the phone
  • Ability to work effectively in structured but flexible, adaptable and changing, call center environment
  • Ability to work in a fast paced deadline driven environment
  • Experience responding to customer questions and concerns with detailed information

Job Expectations

  • Must be able to attend full duration of required training period


    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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