Institutional Investment Operations Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Institutional Investment Operations Specialist within our Client Service team as a part of Corporate Investment Banking Operations. 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.

Job Responsibility:

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

Requirements:

2+ years of Institutional Investment Operations experience, or equivalent demonstrated through 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

Nice to have:

Experience with Broadridge systems including Impact, BPS
Ability to focus on the big picture, while understanding and promoting details across multiple groups

Additional Information:

Job Posted:
September 29, 2025

Expiration:
October 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Institutional Investment Operations Specialist