Business Execution Associate

About the Role

Wells Fargo is seeking a Business Execution Associate to join our Advisor Platform Coaching & Support group within Wealth & Investment Management. You will provide guidance and assistance for our Advisor and Client platforms.

Key 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®
• Deliver how-to, navigational training and assistance through inbound call support
• Support efficiency and quality by providing navigational and “how to assistance”, addressing concerns and escalating when appropriate
• Resolve complex business issues and escalations, determine root causes, coordinate solutions, and ensure timely resolution
• 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 Product Teams to stay ahead of updates and proactively address issues
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders
• May provide work direction to less experienced Strategy and Execution staff

Requirements & Tech Stack

• 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Experience supporting business applications or tools
• Experience within the brokerage or financial services industry
• Experience facilitating and delivering educational sessions, group meetings, presentations, or similar learning activities
• Experience supporting Advisor Gateway and Client Management
• Experience handling and researching escalations and inquiries
• Leadership experience
• Strong customer service focus, with the ability to understand customer needs and recommend best practices
• Basic proficiency in Microsoft Excel
• Intermediate proficiency in Microsoft Outlook, Word, PowerPoint, Teams, and SharePoint
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multitasking, and prioritization skills
• Excellent problem-solving skills
• Demonstrated ability to manage multiple and competing priorities

Job Expectations

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
• This position is not eligible for Visa sponsorship.
• Follows enterprise in-office requirements.

Location

• 550 S Tryon St - Charlotte, North Carolina 28202