About this role:

Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities OperationsReview basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impactReceive 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 proceduresProvide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goalsBuild 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 reconciliationAssist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluationResolve low complexity escalated issues within the scope of responsibility in Security OperationsResearch low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requestsSupport overall effectiveness of the team according to plans; monitor daily securities and cash related production workContribute 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 and knowledge of Automated Financial Services Systems (AFS)Experience and knowledge in Hogan and Client Link systemsExperience of Wealth and investment managementAbility to navigate multiple computer systems, applications, and utilize search tools to find informationAbility to work independently, proactively, innovatively, and creatively while exercising sound judgmentAbility to process transactions and perform research to resolve escalated issues Ability to track and monitor metrics, identify process gaps, recommend controls and communicate progress to business leadersAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantStrong analytical skills with high attention to detail and accuracyExcellent verbal, written, and interpersonal communication skillsExperience importing, exporting, and manipulating data using Microsoft ExcelIntermediate Microsoft Office skillsStrong analytical skills with high attention to detail and accuracyAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentAbility to provide strong customer service and develop customer relationshipsKnowledge and understanding of state, federal, and regulatory compliance requirements

Job Expectations:

Ability to work hybrid in office schedule, shift is between 9am - 6pm dailyThis role requires availability until 6:00 PM, with overtime as needed to meet operational demands.Willingness to work on-site at stated location on the job openingThis position is not eligible for Visa sponsorship

Location:

1525 W WT Harris Blvd Charlotte, NC 28262-8522

Posting End Date: 

15 Aug 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.