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.

Job Description

Wells Fargo is seeking an Institutional Investment Operations Associate to support its client service functions. The Client Services team in CIB Operations Shared Services is responsible for supporting internal and external customers by providing moderate to complex support services in account management, operations, documentation, and customer service. The Operations Shared Services team is a cross-functional group of teams that provides support for reference data as well as the broader Wells Fargo organization. The Shared Services organization aims to be the owners and stewards of both client and product data with a focus on operational excellence and superior client servicing.

Key responsibilities will include

• Fulfilling internal and external clients document and service requests
• Researching and resolving customer inquiries in a timely fashion following established guidelines.
• Identifying potential risk in daily processes and proposing changes
• Participating in testing for technology changes
• Reviewing and revising departmental procedures as needed
• Performing outreaches to internal external clients/internal sales staff
• Covering overflow from other desks in the department as needed.
• Partnering with internal stakeholders to meet deliverables

Required Qualifications

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

Desired Qualifications:

• A four-year degree, ideally with Business, Finance, Engineering, or at least two years related/equivalent work experience in the Financial Service Industry
• Sound knowledge of the Microsoft office suite (Excel, Word, Project, Outlook, etc.)
• Ability to prioritize & manage multiple tasks in a fast paced, deadline-driven change environment.
• Excellent written and verbal communication skills.
• Strong time management and prioritization skills.
• Ability to analyze business situations and problem solve, including making recommendations for resolution.
• Superior customer service skills
• Ability to adapt quickly and effectively to changing business initiatives.
• Superior organizational, interpersonal, verbal and written communications abilities.
• High-level problem-solving skills.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$23.13 - $41.11

Posting End Date:

17 Mar 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.