Wells Fargo
Customer Service Associate Licensed
MINNEAPOLIS, MN · Full-time · Posted Oct 21, 2026
- Experience
- 6+ months; equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Provides advanced telephone service and brokerage support to investment clients, including trade facilitation, account servicing, complex inquiry resolution, and education on brokerage services and digital resources.
What you'll do
- Support customers with account management, operations, documentation, funding, customer service, and technical support.
- Review products and services; ensure accounts are properly booked, maintained, documented, and monitored.
- Assist frontline staff and collaborate with managers, colleagues, and stakeholders.
What they ask for
- 6+ months of Customer Service - Licensed experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Completed FINRA Series 7 and 63 (or 66) examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
Nice to have
- Contact-center customer support experience in financial services; experience with trading and the brokerage industry.
- Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
Pay
$27.88 - $41.83 (base pay; currency not stated)
Tools
FINRA Series 7, FINRA Series 63, FINRA Series 66, Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative