# Customer Service Associate Licensed at Wells Fargo

Wells Fargo is hiring a Customer Service Associate Licensed in Minneapolis, United States. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/f8de20b0-f8ea-4a7b-8302-48bcacdb4766?utm_medium=ai-agent).

AI Level 1, AI centrality 39 out of 100. MINNEAPOLIS, MN.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 39 out of 100)
- Location: MINNEAPOLIS, MN
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/f8de20b0-f8ea-4a7b-8302-48bcacdb4766?utm_medium=ai-agent

## Description

About this role: Wells Fargo is seeking a Customer Service Associate Licensed in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center provides service and support for clients of WIM's lines of business, the Client Relationship Group, and Private Wealth. At Wells Fargo, a Customer Service Associate-Licensed provides advanced service and support to brokerage clients by telephone. You will facilitate trades, service accounts, resolve client inquiries, and educate clients on brokerage services and digital resources, including navigation of the WFA.com public and secure website. As a front-line resource for clients, you will provide solutions to complex servicing needs, discuss trading strategies, and leverage your knowledge of investment terminology and fundamental and technical market factors to support a positive client experience. This position requires securities licensing, specifically Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 (or FINRA-recognized equivalents) to qualify for immediate FINRA registration. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role, you will: Participate in supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service Review less complex products and services to customers Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements Collaborate and consult with managers, functional colleagues and stakeholders Provide assistance to frontline staff Required Qualifications: 6+ months of Customer Service - Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63(or 66) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Experience delivering customer support in a contact center in the financial services industry Experience with trading and the brokerage industry, including knowledge of brokerage products, services, and transactions Attention to detail and demonstrated ability to navigate multiple systems, applications, and search tools simultaneously while maintaining accuracy and adherence to policies, procedures, and regulatory requirements Proven ability to research issues, evaluate solutions, and independently resolve complex customer concerns and transactions in a timely manner providing a positive experience Demonstrated proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint, to support day-to-day business activities Excellent verbal, written, and interpersonal communication skills with the ability to communicate clearly, professionally, and effectively with clients and internal partners Demonstrated ability to use empathy and active listening to understand client concerns, questions, and needs related to financial transactions and provide appropriate support and solutions Ability to educate clients on digital tools and enhancements that improve accessibility, efficiency, and the overall client experience Job Expectations: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/customer-service-associate-licensed-at-wells-fargo-686ffd

Source: https://jobsbylevel.com/jobs/customer-service-associate-licensed-at-wells-fargo-686ffd

## Cite this page

Level. https://jobsbylevel.com/jobs/customer-service-associate-licensed-at-wells-fargo-686ffd.

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