Institutional Investment Operations Specialist - Centralized Callback

Wells Fargo Bank•Charlotte, NC

4d•Hybrid

About The Position

Wells Fargo Are you looking for more? Find it here. At Wells Fago, we’re more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three - making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist in the Centralized Callback Team as a part of Corporate Investment Banking. Corporate and Investment Banking (CIB) Ops Shared Services Operations is a cross-functional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Strategy team was established to implement control framework to ensure risk mitigation, track divisional initiatives and facilitate collaboration between teams and business partners. The role will participate in risk meetings, documentation gathering, and presentation creation for senior management and partners within Corporate and Investment Banking. In this role, you will:

Requirements

2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Excellent verbal, written, and interpersonal communication skills
Solid problem-solving skills
Sound organizational, multi-tasking, and prioritizing skills
High-level attention to detail and accuracy skills
Ability to work independently
Sound collaboration and partnering skills
Customer service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints
Knowledge and understanding of brokerage or administrative support
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Experience in implementing solutions on behalf of the customer or client while improving productivity and customer satisfaction
Bilingual (Spanish)

Responsibilities

Responsible for supporting internal and external customers by providing moderately complex support services in account management, operations, documentation, customer service and technical support
Assist in gathering data to support resolution of issues
Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Identify, research and resolve problems in a timely fashion following established guidelines
Reconcile reports and transactions with differentiating processes
Resolving sales team and customer inquiries
Revising departmental procedures
Coordinating situations that involve other departments
Cover overflow from other desks in the department as needed
Has extensive internal sales team contact; work under moderate to minimal supervision
May participate in identifying external customer needs and evaluating risk, assisting with special projects related to product conversion and new product development, training and mentoring lower-level staff and participating in testing for technology changes