Institutional Investment Operations Specialist – Corporate and Investment Banking Operations Position Available In Mecklenburg, North Carolina

About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist as part of Corporate and Investment Banking. This team is responsible for supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, customer service and technical support. In this role, you will: Acting as primary liaison between customer, sales representatives and Wells Fargo Securities Safekeeping Services (Pledge, CEO, Third Party Trading and Billing) Answer questions and solve problems involving all WFS Departments Make customer calls; ensure proper booking and maintenance of Safekeeping Services Track and monitor portfolio on an ongoing basis for compliance, position, documentation exceptions, maintenance of files and reports, revising departmental procedures, extensive internal /external customer contact Provide operational and customer support for lifecycle tasks for institutional trades Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues 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

Required Qualifications:

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

Desired Qualifications:

Capital Markets operations experience Basic Microsoft Office skills Strong attention to detail and accuracy skills Excellent verbal, written, and interpersonal communication skills Strong presentation skills Effective organizational, multi tasking, and prioritizing skills Ability to work in a fast-paced deadline driven environment Ability to work effectively, as well as independently, in a team environment Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Experience working with changing priorities and deadlines Ability to shift priorities as work flow/volume dictates

Job Expectations:

Ability to work additional hours as needed. Ability to work outside of regular business hours. Work at the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home, per current Wells Fargo policy.

Office locations:

550 S Tryon St, CHARLOTTE, NC 28202 or 1525 W W T Harris Blvd, CHARLOTTE, NC 28262. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $26.59 – $47.26 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement

Posting End Date:

23 May 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. 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. PDN-9ef5ae25-3d5c-49d1-8ac6-97a92908fa0b