About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist to join our FX Client Service's team as a part of Corporate Investment Banking (CIB) Operations.

The FX Client service team member will work closely with sales to support Wells Fargo’s FX clients. The individual is expected to perform a variety of operational/post trade functions such as trade confirmation, settlement, and manage incoming client & trading desk inquiries related to trade discrepancies, settlement issues and settlement instructions.

In this role, you will:

• Monitor, input, and process cash related transactions, customer service, project support, funding operations, settlement services, trade reconciliation, researching inquiries as well as work to resolve payment or trade related issue
• Review SWIFT messages ensuring all required information such as settlement instructions are provided by remitter.
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications, US:

• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor’s degree preferably in Finance, Economics, or Business
• 2+ years of Foreign Exchange Operations experience with either Confirmations or settlement (gross, net, CLS, On-Us, split settlements)
• 2+ years of experience with Nostro reconciliations
• 2+ years of experience with SWIFT messages
• 2+ years of experience with Standing settlement instruction (SSI)
• Experience with Microsoft Office products (Excel, Word, PowerPoint and Outlook),
• 2+ years of experience with different FX Systems such as Hogan, OPICS, OMGEO Alert, PEGA, FXALL, GTSS, MISYS, Bloomberg CMS
• Strong organizational, interpersonal, verbal and written communication abilities. Ability to interact professionally with customers, business partners, peers and upper management.
• Ability to manage multiple tasks in a fast paced and fluid environment.

Job Expectations:

• This position offers a hybrid work schedule at the preferred location below
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position

​​Preferred Location:

• 1525 W W T Harris Blvd. Charlotte, North Carolina

Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Posting End Date:

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.