06 Oct
|
Wells Fargo
|
Bengaluru
06 Oct
Wells Fargo
Bengaluru
About this role:
Wells Fargo is seeking a Customer Resolution Representative.
In this role, you will:
• Support internal and external customers with inquiries and complaints regarding financial products and services
• Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
• Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
• Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
• Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly
Required Qualifications:
• 1+ year of customer contact support in a Financial Services setting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
• 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.
• Identif
📌 Customer Resolution Representative (Bengaluru)
🏢 Wells Fargo
📍 Bengaluru