Institutional Investment Operations Associate – Centralized Callback Position Available In Mecklenburg, North Carolina

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

• About this role:
• Wells Fargo is seeking an Institutional Investment Operations Associate within our Centralized Callback Team as part of our Corporate Investment Banking (CIB) Operations division.

This team is responsible for a wide variety of activities regarding customer reference data and systematic setup within customer data systems as well as downstream trading applications. Learn more about our career areas and lines of business at wellsfargojobs.com. Corporate and Investment Banking (CIB) Securities 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:
• + Support internal and external customers by providing moderately complex support services in account management, operations, documentation, customer service and technical support + Confirm payment instructions submitted by various lines of business + Perform authentication of new or amendments of payment instructions + 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 + Perform reconciliations of various trackers to ensure SLAs are met + Revising departmental procedures + Coordinating situations that involve other departments + Cover overflow from other desks in the department as needed •

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, or education

• Desired Qualifications:

• + Excellent verbal, written, and interpersonal communication skills + Solid problem-solving skills + Strong organizational, multi-tasking, and prioritizing skills + Strong attention to detail and accuracy skills + Ability to work independently + Strong 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 •

Primary Posting Location:

• + 550 S. Tryon Street, Charlotte, North Carolina 28202

• Job Expectations:

• + Ability to work on-site in stated location in compliance with our hybrid schedule. + This position is not eligible for Visa sponsorship. + This position is not eligible for relocation assistance.
• Corporate & Investment Banking
• delivers a comprehensive suite of capital markets, banking, and financial products and services.

A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. 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. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• Posting End Date:

• 24 Jun 2025
• _•Job posting may come down early due to volume of applicants.

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• 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
• Drug and Alcohol Policy
• Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

• Req Number:

• R-467288