Customer Resolution Representative
Wells Fargo · Bengaluru · onsite · Posted 56d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Wells Fargo is seeking a Customer Resolution Representative.
Responsibilities - Manage endtoend estate processing from account maintenance through final distribution.
- Review and validate estate documentation such as death certificates, wills, probate letters, succession certificates, and beneficiary claims
- Determine account eligibility for transfer, liquidation, or distribution in line with regulatory, legal, and organizational requirements
- Process account updates, asset transfers, distributions, and closures with accuracy and timeliness
- Resolve complex service issues, escalations, and sensitive client interactions related to deceased accounts
- Ensure all processing adheres to regulatory, legal, and internal policy requirements related to estate handling.
- Identify potential risks, fraud indicators, or documentation inconsistencies and escalate appropriately
- Handle complex or highrisk estate cases with minimal supervision
- Identify process gaps, efficiency opportunities, and contribute to continuous improvement initiatives
- Support less experienced individuals in providing resolutions for client inquiries and complaints
- Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction
- 1+ years of customer contact support in a Financial Services environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong knowledge of estate laws, probate processes, and beneficiary servicing for selfmanaged accounts.
- High attention to detail and strong analytical and decisionmaking skills
- Effective written and verbal communication skills
- Ability to manage multiple cases and meet regulatorydriven deadlines
- Experience coaching or mentoring junior associates
- Proficiency with systems like Advisor gateway, Refection, BPMS and PEGA
Sourced from naukri
Skills
customer satisfactionaccount maintenancepegaCommunication SkillsmaintenanceFinancial ServicesLegalCustomer Resolution
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
Industries
Financial Services
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Culture
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