Alternative Investment Middle Office Support Consultant
About The Position
Wells Fargo is seeking an Alternative Investments Middle Office Support Consultant (Customer Service Associate) to join the Alternative Investments team within Wealth and Investment Management. This high-touch service team supporting Alternative Investment activity across the field by partnering closely with advisors, product/business teams, and operational groups. Responsibilities include facilitating trade support, responding to advisor inquiries, and managing escalations through resolution. The Associate will respond to inquiries, resolve problems, and provide a best-in-class customer experience while adhering to work guidelines, policies, and regulations.
Requirements
- 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- 6+ months experience working within the Investment Contact Center and/or financial services
- Experience working with Alternative Investments in investment operations, wealth management or servicing setting
- Prior experience in Client service roles supporting HNW/UHNW advisors
- Ability to answer phones in a professional and friendly manner, demonstrating effective communication and customer service skills
- Ability to consult, build, and maintain solid working relationships in and outside of immediate department
- Ability to be flexible and adjust plans quickly to meet changing business needs
- Experience troubleshooting and resolving customer issues
Responsibilities
- Support Financial Advisors and field teams by assisting the field with questions on Alternative Investment products through phone, email, and other inquiries
- Assist the business with project work and education to the field on Alternatives
- Provide support around Alternative Investment trades
- Provide support to navigate account management, documentation, and technical needs
- Troubleshoot and resolve escalated advisor or client-service issues, including transaction status questions, account restrictions, subscription/redemption questions, trade errors, or process delays
- Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
- Act as a primary support person for advisors and internal partners supporting customer services
- Provide information to managers as well as internal and advisors to resolve issues
Benefits
- Equal Opportunity Employer
- Drug free workplace
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
