The Tax Reporting Securities Operations Service Specialist 3 (SOSS3) provides service through voice support to all Wells Fargo Advisors business channel field associates and / or financial center associates.
Responsibilities include receiving and resolving questions, inquiries, and problems reported by these customers related to Tax Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy internal and / or external clients. Must be able to answer electronic inquiries and respond to e-
mails appropriately. Assist entire team in meeting targeted monthly service levels. Assist team members with fulfilling all departmental responsibilities.
Ensures all calls and escalations are handled in accordance to departmental policy, procedure, and quality guidelines. Meets or exceeds established goals for service and productivity / availability.
Proactively recognizes potential client impacts and service issues.
Tax Reporting & Cost Basis Team will have hours between 7AM CST to 6PM CST for Eastern and Central time zones. This role will need to be available for any shift during these hours.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law.
We comply with all applicable laws in every jurisdiction in which we operate.