Wells Fargo
CIB Institutional Investment Operations Specialist - Client Services
About this role:
Wells Fargo is seeking an Institutional Investment Operations Specialist to support its client service functions. 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.
Key responsibilities will include
- 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
Required Qualifications
- 2+ year of Institutional Investment Operations experience, or equivalent demonstrated through work or military experience, training, education.
Desired Qualifications:
- A four-year degree, ideally with Business, Finance, Engineering, 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 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.
New hire start date for this role will be June, 2025
Posting End Date:
17 Mar 2025
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Top Skills
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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