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Securities Operations Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

The Veteran Experienced Talent (VET) Program is a 6-week direct hire program designed to connect Veterans with meaningful career opportunities. Candidates are hired as full-time employees and will receive support and coaching aimed at ensuring a smooth transition into Wells Fargo. The program includes three half-day Program Orientations led by the Military Talent Team and Learning & Development Facilitators, five weeks of two-hour networking and professional development sessions, and an assigned program Alumni mentor to ease transition, build networks, and foster camaraderie within the cohort. Wells Fargo is seeking a Securities Operations Associate as part of the Account Data and Maintenance team within Wealth and Investment Management Operations. The Account Data and Maintenance team is responsible for supporting Financial Advisors and their staff with account maintenance.

Job Responsibility:

  • 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

Requirements:

  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Service in any branch of the United States military
  • Must be off active duty no later than the anticipated start date. Exceptions: terminal leave and/or traditional Guard or Reserve status are eligible

Nice to have:

  • 6 + months of Project Management experience
  • Financial data management experience
  • 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 judgement
  • Ability to process complex transactions and perform extensive research to resolve complex customer issues
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to read, analyze, and interpret documents/reports
  • Strong attention to detail and accuracy skills
  • Solid problem-solving skills
  • Proficient with Microsoft Office including importing, exporting, and manipulating data within Excel

Additional Information:

Job Posted:
February 18, 2026

Expiration:
February 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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