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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking an Institutional Investment Operations Associate in the Centralized Callback Team as a part of Corporate 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. Primary function includes authenticating payment instructions submitted by various lines of business.

Duties may include:

+ Participate in authenticating clients and payment instructions supporting Corporate and Investment Banking customers

+ 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

+ Has extensive internal sales team contact; work under moderate to minimal supervision.

+ Assist in lifecycle support for institutional trade flow

+ Participate in moderately complex initiatives and deliverables with guidance from team lead or manager

+ Identify and recommend opportunities for process improvement and risk control development

Required Qualifications, US:

+ 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:

+ Client service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints

+ Bilingual Preferred

+ Thorough knowledge & experience w/ Microsoft Excel

+ Excellent verbal, written, and interpersonal communication skills

+ Solid problem-solving & critical thinking skills

+ Strong organizational, multi-tasking, and prioritizing skills

+ Strong attention to detail and accuracy skills

+ Ability to work independently

+ Strong collaboration and partnering skills

+ Knowledge and understanding of brokerage or administrative support

+ Intermediate Microsoft Office (Word, Outlook, and PowerPoint) skills

+ Experience in implementing solutions on behalf of the customer or client while improving productivity and customer satisfaction

Job Expectations:

+ Hybrid Schedule, 3/2

+ Ability to work a 10am - 7pm schedule one week every five weeks

+ 550 S Tryon St, Charlotte, NC 28202

+ Job Description - Additional Language - Spanish

Posting End Date:

1 Jun 2025

_*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

**Req Number:** R-460041