Securities Operations Associate, Wells Fargo

Wells Fargo

Location:
United States, Saint Louis

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Securities Operations Associate in Business Operations as part of Wealth & Investment Management Operations. This role involves participating in lifecycle support tasks, reviewing issues and procedures, building expertise in operational processes, and contributing to process improvements within a securities operations environment.

Job Responsibility:

Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements
Review basic or tactical issues, policies or procedures
Receive direction from manager and exercise judgment within defined parameters
Provide information to, collaborate, and consult with peers, colleagues and managers
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
Resolve low complexity escalated issues within the scope of responsibility
Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents
Support overall effectiveness of the team
Monitor daily securities and cash related production work
Contribute to implementation of projects, new or revised processes, and procedures

Requirements:

6+ months of Securities Operations experience, or equivalent demonstrated through work experience, training, military experience, education
Experience in Credit Margin
Operations experience with client accounts
BETA experience
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Proficiency in presenting to senior management
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Solid problem solving skills
Ability to assess current process/procedures and make recommendations for efficiency
Ability to read, analyze, and interpret documents/reports
Effective organization, multitasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Intermediate to advanced Microsoft Office skills
Intermediate to advance in Excel

Nice to have:

Experience in Credit Margin
Operations experience with client accounts
BETA experience
Proficiency in presenting to senior management
Intermediate to advanced Microsoft Office skills
Intermediate to advance in Excel

Additional Information:

Job Posted:
August 25, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Securities Operations Associate