Escalations Manager - Registered

Wells Fargo

Taguig City, Philippines
Finra series 7 license required
Finra series 9 and 10 or 24 license
Manage complex customer complaints
This role is responsible for managing escalated customer complaints companywide and determining appropriate courses of action to ensure effective resolution

Job Summary

  • This role is responsible for managing escalated customer complaints companywide and determining appropriate courses of action to ensure effective resolution.
  • The successful candidate will lead a team, develop policies, and collaborate with internal partners to maintain service standards and positive customer relationships.
  • Wells Fargo emphasizes a culture that balances strong customer relationships with rigorous risk mitigating and compliance-driven disciplines.

Matching Summary

This role is responsible for managing escalated customer complaints companywide and determining appropriate courses of action to ensure effective resolution.

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 9 and 10 or 24 license
  • Manage complex customer complaints
  • Lead team of escalations staff
  • Resolve internal and external disputes

Nice-to-have

  • Process improvement initiatives
  • Strong stakeholder relationship management
  • Mentoring and talent development skills
  • Proactive risk monitoring experience

Key Requirements

  • 4+ years Customer/Investor-facing experience
  • 2+ years leadership experience
  • FINRA supervisory license (Series 7, 9, 10, or 24)
  • Bachelor's Degree preferred
  • Experience in Financial Services or Credit Card industry

Work Rights

Not specified

Tailored Resume

Cover Letter