About this role:
Wells Fargo is seeking a Lead Business Execution Administrator to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Lead Business Execution Administrator will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and other duties as applicable. Learn more about the career areas and business divisions at www.wellsfargojobs.com.
In this role, you will:
- Provide consultative support for Financial Advisor (FA) and Digital Platform tools including Advisor Gateway, eSign, Client Management, Client Review Center, and eMoney®
- Deliver training and assistance through inbound calls, inbox support, and escalations
- Stay current on required training, application releases, and system updates
- Identify and recommend process improvements within assigned responsibilities
- Analyze performance trends and offer coaching recommendations
- Partner with Product Teams to stay ahead of updates and escalate issues when needed
- Present recommendations for resolving complex situations while applying sound judgment
- Collaborate with Platform Support colleagues, internal partners, and stakeholders
- Support and guide less experienced staff to promote team effectiveness
- Contribute ideas to improve or implement processes and tools within the Strategy and Execution area
- Carry out complex administrative, transactional, operational, and customer support tasks
- Ensure efficient execution of projects and operational activities
- Provide subject matter expertise and procedural interpretation for team members
- Offer leadership to help the team achieve shared goals
- Engage with the immediate team and external partners across a wide range of topics
- Provide guidance and subject matter expertise to immediate Strategy and Execution team
Required Qualifications:
- 6+ years of Administrative Support or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
- Ability to work in a fast-paced action-oriented environment
- Intermediate Microsoft Office skills
- Experience resolving and working through escalated and complex customer issues
- Good analytical skills with high attention to detail and accuracy
- Financial services industry experience
- Call center customer service experience in the financial services industry
- Experience supporting or training others on digital platforms or tools
Job Expectations:
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Position Hours: Monday - Friday (as early as 7am CT and as late as 5pm CT)
- This position is not eligible for Visa sponsorship.
Posting Location:
- 2801 Market St., F & L Bldg. St. Louis, Missouri
