Institutional Investment Operations Specialist - Client Service
Yesterday• Charlotte, NC
About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist within our Client Service team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
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.
In this role, you will:
- Providing strong customer service while balancing the needs of clients, shareholders, and team members
- Managing escalations and resolving customer inquiries with minimal supervision along with covering overflow from other desks in the department as needed
- Work in a demanding environment, be able to multi-task and prioritize daily workload to meet deadlines and close out all daily tasks on time and ensuring proper and timely escalation when issues arise
- Analyzing complex issues raised by clients and internal partners data partners
- Collaborating across multiple teams, identifying root cause of issues, and proposing both tactical and strategic solutions
- Providing subject matter expertise on team's processes and projects
- Reviewing and analyzing functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
- Identifying potential risk in daily processes and suggesting changes
- Participating in testing for technology changes
- Reviewing and revising departmental procedures as needed
- Performing outreaches to internal external clients/internal sales staff
- 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- A four-year degree, ideally with Business, Finance, or three years related/equivalent work experience within in the Financial Service industry
- Sound knowledge of the Microsoft office suite (Excel, Word, Project, Outlook, etc.)
- Ability to develop and negotiate solutions to issues with partners or clients including escalations as needed
- Ability to collaborate with cross functional teams with an end goal of improving service for clients
- 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 build and maintain strong relationships with business partners to ensure all daily functions are completed timely
- Ability to analyze business situations and problem solve, including making recommendations for resolution
- Ability to adapt quickly and effectively to changing business initiatives
- Experience with Broadridge systems including Impact, BPS
- Ability to focus on the big picture, while understanding and promoting details across multiple groups
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- Ability to work a hybrid schedule
- Willingness to work on-site at stated location on the job opening
- This position is not eligible for Visa sponsorship
- 550 S Tryon St, Charlotte, NC 28202
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.
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.
$28.85 - $43.75
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
14 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 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.
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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-480476
Employment Type: FULL_TIME
Posted: 2025-08-14T18:08:52
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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