About this role:
Wealth & Investment Management Operations.
In this role, you will:
- Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
- Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
- Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
- Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
- Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
- Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
- Resolve low complexity escalated issues within the scope of responsibility in Security Operations
- Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
- Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
- Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies
Required Qualifications:
- 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in Credit Margin
- Operations experience with client accounts
- BETA experience
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- proficiency in presenting to senior management
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
- Solid problem solving skills
- Ability to assess current process/procedures and make recommendations for efficiency
- Ability to read, analyze, and interpret documents/reports
- Effective organization, multitasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Intermediate to advanced Microsoft Office skills
- Intermediate to advance in Excel
Job Expectations:
- Hybrid Schedule
- Ability to work additional hours as needed
Posting Location:
- 2801 Market Street, Saint Louis, Missouri
1 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.