Securities Operations Associate - Custom Loan Operations Money Movement

About this role:

Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

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

Desired Qualifications:

• Experience and knowledge of Automated Financial Services Systems (AFS)
• Experience and knowledge in Hogan and Client Link systems
• Experience of Wealth and investment management
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Ability to process transactions and perform research to resolve escalated issues 
• Ability to track and monitor metrics, identify process gaps, recommend controls and communicate progress to business leaders
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Experience importing, exporting, and manipulating data using Microsoft Excel
• Intermediate Microsoft Office skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service and develop customer relationships
• Knowledge and understanding of state, federal, and regulatory compliance requirements

Job Expectations:

• Ability to work hybrid in office schedule, shift is between 9am - 6pm daily
• This role requires availability until 6:00 PM, with overtime as needed to meet operational demands.
• Willingness to work on-site at stated location on the job opening
• This position is not eligible for Visa sponsorship

Location:

• 1525 W WT Harris Blvd Charlotte, NC 28262-8522

Posting End Date: 

13 Aug 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 ch