Institutional Investment Operations Associate - Centralized Callback

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About this role:

Wells Fargo is seeking an Institutional Investment Operations Associate within our Centralized Callback Team as part of our Corporate Investment Banking (CIB) Operations division. This team is responsible for a wide variety of activities regarding customer reference data and systematic setup within customer data systems as well as downstream trading applications. Learn more about our career areas and lines of business at wellsfargojobs.com.

Corporate and Investment Banking (CIB) Securities 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:

• Support internal and external customers by providing moderately complex support services in account management, operations, documentation, customer service and technical support
• Confirm payment instructions submitted by various lines of business
• Perform authentication of new or amendments of payment instructions
• 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
• Perform reconciliations of various trackers to ensure SLAs are met
• Revising departmental procedures
• Coordinating situations that involve other departments
• Cover overflow from other desks in the department as needed

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, or education

Desired Qualifications:

• Excellent verbal, written, and interpersonal communication skills
• Solid problem-solving skills
• Strong organizational, multi-tasking, and prioritizing skills
• Strong attention to detail and accuracy skills
• Ability to work independently
• Strong 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

 Primary Posting Location:

• 550 S. Tryon Street, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work on-site in stated location in compliance with our hybrid schedule.
• This position is not eligible for Visa sponsorship.
• This position is not eligible for relocation assistance.

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

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Artic