FX Institutional Investment Operations Associate

Wells Fargo•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is seeking a motivated, analytical, and client-focused professional to join its FX Investigations team. The role investigates payment inquiries, resolves exceptions, partners with internal and external stakeholders, and helps ensure timely resolution of foreign exchange payment issues while maintaining a strong risk and control environment. It offers an opportunity to develop a career in financial services, payments, operations, or risk management. The associate manages FX investigation cases from intake through resolution, researches payment inquiries and operational breaks, prioritizes high-risk and client-impacting items, and works with clients, correspondent banks, and internal business groups. The role also involves root cause analysis, process and control improvements, accurate case documentation, support for automation and workflow enhancements, and maintenance of procedures and operational documentation. The position is hybrid, with at least three days required at the assigned office location; fully remote work is unavailable. Relocation assistance is not available.

Requirements

At least 6 months of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
Strong analytical and problem-solving abilities.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
High attention to detail and strong organizational skills.
Proficiency with Microsoft Office applications, including Excel, Outlook, Word, and Teams.
Ability to work independently and collaboratively within a team environment.
Customer-focused mindset and commitment to quality service.
Strong verbal and written communication skills.
Must work at least three days in the assigned office location; fully remote work is not available.
The position is not eligible for visa sponsorship.

Nice To Haves

Experience in banking, financial services, operations, customer service, or a related environment.
Experience with payments, wire transfers, treasury services, SWIFT messaging, foreign exchange operations, or financial operations.
Ability to analyze business processes, identify root causes, and recommend solutions that improve client experience, strengthen controls, or reduce manual effort.
Interest in identifying process improvement opportunities and driving operational efficiencies.
Curiosity and willingness to use emerging technologies, including AI and automation tools, to streamline workflows, increase productivity, and enhance business outcomes.

Responsibilities

Manage an assigned portfolio of FX investigation cases from intake through resolution.
Research and resolve payment inquiries, exceptions, and operational breaks.
Prioritize high-risk, aged, and client-impacting items to ensure timely resolution.
Partner with clients, correspondent banks, and internal business groups to resolve issues.
Perform root cause analysis and identify opportunities to improve processes, controls, and the client experience.
Maintain accurate case documentation and investigation records.
Support automation initiatives, workflow enhancements, and operational improvement efforts.
Assist with maintaining procedures and operational documentation.
Collaborate with teammates and support knowledge-sharing across the organization.
Contribute to operational excellence, continuous improvement, and client satisfaction.
Adhere to applicable policies and procedures, identify and escalate risks, and support a strong control environment.