About this role:

Wells Fargo is seeking an Institutional Investment Operations Specialist in the Centralized Callback Team as a part of Corporate Investment Banking.

Corporate and Investment Banking (CIB) Ops Shared Services Operations is a cross-functional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Strategy team was established to implement control framework to ensure risk mitigation, track divisional initiatives and facilitate collaboration between teams and business partners. The role will participate in risk meetings, documentation gathering, and presentation creation for senior management and partners within Corporate and Investment Banking.

In this role, you will:

• Responsible for supporting internal and external customers by providing moderately complex support services in account management, operations, documentation, customer service and technical support
• Assist in gathering data to support resolution of issues
• Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Identify, research and resolve problems in a timely fashion following established guidelines
• Reconcile reports and transactions with differentiating processes
• Resolving sales team and customer inquiries
• Revising departmental procedures
• Coordinating situations that involve other departments
• Cover overflow from other desks in the department as needed
• Has extensive internal sales team contact; work under moderate to minimal supervision
• May participate in identifying external customer needs and evaluating risk, assisting with special projects related to product conversion and new product development, training and mentoring lower-level staff and participating in testing for technology changes

Required Qualifications:

• 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:

• Excellent verbal, written, and interpersonal communication skills
• Solid problem-solving skills
• Sound organizational, multi-tasking, and prioritizing skills
• High-level attention to detail and accuracy skills
• Ability to work independently
• Sound collaboration and partnering skills
• Customer service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints
• Knowledge and understanding of brokerage or administrative support
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Experience in implementing solutions on behalf of the customer or client while improving productivity and customer satisfaction
• Bilingual (Spanish)

Primary Posting Location:

• 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work on site at posted location.

• Position is not eligible for VISA sponsorship.

• Position offers a hybrid schedule.

• Ability to work additional hours as needed.

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.