Institutional Investment Operations Associate - Centralized Callback

About this role:
Wells Fargo is seeking an Institutional Investment Operations Associate within the Centralized Callback team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
Centralized Callback Team within Shared Services is a control team working to ensure fraud prevention through settlement instruction callbacks for client directed and non-client directed payments. The primary function for the Centralized Callback Team is authenticating payment instructions submitted by various lines of business.
In this role, you will:

• Participate in lifecycle support tasks for institutional trade including reviewing authority forms and authenticating payment instructions for various lines of business
• Assist leadership in bringing individual or teams together in order to resolve complex issues
• Provide subject matter expertise on projects along with internal and industry related initiatives
• Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverable
• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives
• 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

Required Qualifications:

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

Desired Qualifications:

• Client service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints
• Experience in implementing solutions on behalf of the customer or client while improving productivity and customer satisfaction
• Strong data skills
• Bilingual (Spanish) Preferred
• Thorough knowledge & experience with Microsoft Excel (pivot tables)
• Familiar with operation controls
• Excellent verbal, written, and interpersonal communication skills
• Familiarity with CIB markets (commodities, swaps, cash, futures, options, etc.)
• Solid problem-solving & critical thinking skills
• Strong organizational, multi-tasking, and prioritizing skills
• Strong attention to detail and accuracy skills
• Ability to work independently
• Strong collaboration and partnering skills
• Knowledge and understanding of brokerage or administrative support
• Intermediate Microsoft Office (Word, Outlook, and PowerPoint) skills

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location:

• 550 S Tryon St, Charlotte, NC 28202

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
Posting End Date:
4 Nov 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.