Job Summary

Wells Fargo is seeking a Customer Resolution Representative.

Responsibilities
Manage endtoend estate processing from account maintenance through final distribution.
Review and validate estate documentation such as death certificates, wills, probate letters, succession certificates, and beneficiary claims
Determine account eligibility for transfer, liquidation, or distribution in line with regulatory, legal, and organizational requirements
Process account updates, asset transfers, distributions, and closures with accuracy and timeliness
Resolve complex service issues, escalations, and sensitive client interactions related to deceased accounts
Ensure all processing adheres to regulatory, legal, and internal policy requirements related to estate handling.
Identify potential risks, fraud indicators, or documentation inconsistencies and escalate appropriately
Handle complex or highrisk estate cases with minimal supervision
Identify process gaps, efficiency opportunities, and contribute to continuous improvement initiatives




Support less experienced individuals in providing resolutions for client inquiries and complaints
Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction

Required Qualifications
1+ years of customer contact support in a Financial Services workplace experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job expectations
Robust knowledge of estate laws, probate processes, and beneficiary servicing for selfmanaged accounts.
High attention to detail and solid analytical and decisionmaking skills
Effective written and verbal communication skills
Ability to manage multiple cases and meet regulatorydriven deadlines
Experience coaching or mentoring junior associates
Proficiency with systems like Advisor gateway, Refection, BPMS and PEGA

📌 Customer Resolution Representative Bengaluru (India)
🏢 Wells Fargo
📍 India