layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Customer Service Associate Licensed
CHARLOTTE, NC; 141278-NC-CIC Customer Information Ctr
Source: Wells Fargo careers · View original posting
- Employment
- full time
Employer job description
From Wells Fargo's posting. “We” and “our” refer to the employer.
About this role:
Wells Fargo is seeking a Customer Service Associate Licensed to work for its Investment Contact Center (ICC). In this role, you will assist brokerage clients via telephone. You will facilitate trades, service accounts, and educate clients on various servicing matters, including navigation of the wfa.com public and secure website.
Successful employees act as front-line problem solvers, speak to trading strategies, have a strong understanding of investment market terminology, and possess a solid understanding of fundamental and technical facts affecting the market. 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.