Customer Service Representative for the Shareowner Services Department

  • Company: Wells Fargo
  • Location: Phoenix, Arizona
  • Posted: September 08, 2017
  • Reference ID: 5353534-1
Job Description

Wells Fargo recently announced that its Wells Fargo Shareowner Services (WFSS) business is being purchased by Equiniti Group plc, a technology-based business process and services provider based in the UK. The sale is expected to become effective prior to, or in the first quarter of 2018. Wells Fargo has committed to supporting the WFSS business for a transition period of at least 12 months following the effective date of the sale to Equiniti and continues to recruit for open positions to assist with this transition support. Following completion of the transition, Wells Fargo will evaluate its future business need. This position provides a bonus opportunity payable to eligible team members at the end of the transition, Additional information about the bonus opportunity will be provided following the start date.

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, October 30th 2017, training is ran during normal business hours.

Location hours of operation are Monday-Friday 5:00am-5:00pm March-November, and 6:00am-6:00pm November through March.

We are currently offering full time schedules, with the following shifts available: 8:00-4:30 (9:00-5:30 November through March) and 8:30am-5:00pm (9:30-6:00 November through March)


Required Qualifications

  • 3+ months of customer service experience

Desired Qualifications

  • Ability to work in a fast paced deadline driven environment
  • Experience responding to customer questions and concerns with detailed information
  • 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
  • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
  • Excellent verbal, written, and interpersonal communication skills
  • Good analytical skills with high attention to detail and accuracy
  • High motivation with ability to successfully meet individual and team goals
  • Solid problem solving skills

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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