Institutional Investment Operations Associate - Centralized Callback

Wells Fargo Bank•Charlotte, NC

20h•Hybrid

About The Position

Wells Fargo is hiring an Institutional Investment Operations Associate on the Centralized Callback team within Corporate Investment Banking Operations. The team supports fraud prevention by verifying and authenticating payment and settlement instructions across multiple lines of business, including client-directed and non-client-directed payments. The role helps ensure payment instructions are appropriately validated and processed accurately and on time. The associate reviews authority documentation, conducts callbacks and other verification activities, researches discrepancies and operational issues, and responds to inquiries from clients and internal partners. The position also involves reconciling transactions and reports, escalating issues when appropriate, supporting process improvements and projects, and maintaining departmental procedures. The work follows established operational controls, procedures, and risk and compliance requirements. The role follows a hybrid schedule and requires on-site work at the stated Charlotte, North Carolina location. Additional hours may be needed. The position is subject to FINRA background screening and ongoing regulatory requirements, and is not eligible for visa sponsorship.

Requirements

At least 6 months of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to work a hybrid schedule and on-site at the stated location.
Ability to work additional hours as needed.
Successful completion and clearance of a background check, along with ongoing regulatory screening requirements.

Nice To Haves

Experience supporting client service, payment operations, settlements, trade support, or other financial services operations.
Knowledge of payment or settlement instruction validation and authentication processes.
Familiarity with operational controls, fraud prevention, and risk mitigation practices.
Ability to research discrepancies, resolve exceptions, and escalate issues according to established procedures.
Experience reviewing transaction, account, or client information for accuracy and completeness.
Clear communication skills for obtaining, verifying, or clarifying information with clients and internal business partners.
Experience managing multiple time-sensitive requests while maintaining accuracy and following established controls.
Proficiency in Microsoft Excel, including pivot tables, and experience working with operational data.
Familiarity with CIB markets or products, including cash, swaps, futures, options, or commodities.
Experience documenting processes or updating operational procedures.
Spanish-English bilingual skills.

Responsibilities

Review authority documentation and authenticate payment and settlement instructions across multiple lines of business.
Perform callbacks and verification activities according to established operational controls and procedures.
Research payment discrepancies, exceptions, and other operational issues; take appropriate action or escalate when needed.
Analyze transaction and client information to support accurate, timely payment processing.
Respond to inquiries from clients, sales teams, and internal business partners about payment instructions and authentication.
Collaborate with business partners and leadership to resolve complex or time-sensitive issues.
Reconcile transactions and reports, identifying and resolving differences according to established procedures.
Apply sound judgment when evaluating information and determining appropriate next steps.
Support projects, process improvements, and other operational or industry initiatives.
Review and update departmental procedures to reflect current processes and controls.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as required.