About this role:
Wells Fargo is seeking a Customer Resolution Representative.

In this role, you will:
- Manage end‑to‑end 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 high‑risk 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 expectation
- Strong knowledge of estate laws, probate processes, and beneficiary servicing for self‑managed accounts.
- High attention to detail and strong analytical and decision‑making skills
- Effective written and verbal communication skills
- Ability to manage multiple cases and meet regulatory‑driven deadlines
- Experience coaching or mentoring junior associates
- Proficiency with systems like Advisor gateway, Refection, BPMS and PEGA

Po

📌 Customer Resolution Representative (Bengaluru)
🏢 WELLS FARGO BANK
📍 Bengaluru