Wells Fargo Client Service Consultant 2 - Institutional Retirement and Trust in Waco, Texas
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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:
Building enduring client relationships through sound, thoughtful, and objective advice
Developing individualized plans for clients to help meet their financial objectives
Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:
Wells Fargo Private Bank serves high-net-worth individuals and families.
Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
Wells Fargo’s Institutional Retirement and Trust (IRT) business was purchased by Principal Financial Group (PFG), a provider of retirement, investments, and insurance products and services. The sale was announced in April 2019, and the transition of in scope team members and clients is expected to be completed by mid-2021. Wells Fargo is committed to supporting the IRT business throughout the transition period and this in scope role will eventually transition over to PFG.
Wells Fargo's IRT Division is seeking a Client Service Consultant 2 for their Waco, TX office. As a Client Service Consultant, you will be responsible for supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, customer service and technical support.
Duties include: acting as primary liaison between customer and bank, answering questions and solving problems involving all bank departments; collaborating with relationship managers; ensuring proper booking and maintenance of loans; tracking and monitoring portfolio on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance of files and reports, letters of credit, pricing and delinquencies; preparing financial and profitability reports and loan reports; producing and maintaining tickler report and default reports; participating in special projects relating to product conversions and new product development. Provide assistance to lower level staff.
This is an exciting role that offers the opportunity for occasional travel, attend client onsite meetings and give presentations!
Hours are Monday - Friday 8:00am - 5:00 pm with overtime required as needed.
- 3+ years of client service experience, related business experience, or a combination of both demonstrated through work or military experience
Excellent organizational, multi tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Excellent problem solving skills
Ability to manage multiple and competing priorities
Ability to work in a fast-paced action oriented environment
Intermediate Microsoft Office skills
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Financial services experience
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Strong attention to detail and accuracy skills
Customer service experience
Institutional retirement experience
Ability to identify and present processes/operational enhancements
- Ability to travel up to 25% of the time
TX-Waco: 1800 N Valley Mills - Waco, TX
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.
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.
Company: Wells Fargo
Req Number: 5604890
Updated: 2021-10-25 02:35:26.696 UTC