Senior Business Execution Administrator
About The Position
About this role: Wells Fargo is seeking a Senior Business Execution Administrator to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Senior Business Execution Administrator will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and resolving emails in the PC&S inbox and escalations. Learn more about the career areas and business divisions at www.wellsfargojobs.com. In this role, you will: Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®. Provide training and assistance for employees and business partners through inbound call support and/or inbox and escalations. Participate in all required training and remain current on all application releases and updates. Identify opportunities for process improvements within scope of responsibilities or functional area. Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve performance. Partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise. Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements. Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders.
Requirements
- 4+ 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
Nice To Haves
- 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
Responsibilities
- Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®.
- Provide training and assistance for employees and business partners through inbound call support and/or inbox and escalations.
- Participate in all required training and remain current on all application releases and updates.
- Identify opportunities for process improvements within scope of responsibilities or functional area.
- Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve performance.
- Partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise.
- Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.
- Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
