Institutional Investment Operations Associate - Centralized Callback

About this role:

Wells Fargo is seeking an Institutional Investment Operations Associate within the Centralized Callback team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.

The Centralized Callback Team within Shared Services supports fraud prevention by verifying and authenticating payment and settlement instructions across multiple lines of business. The team performs callbacks for both client-directed and non-client-directed payments to help ensure instructions are appropriately validated.

In this role, you will:

• Review authority documentation and authenticate payment and settlement instructions across multiple lines of business
• Perform required callbacks and verification activities in accordance with established operational controls and procedures
• Research payment discrepancies, exceptions, and other operational issues and take appropriate action or escalate when needed
• Analyze transaction and client information to support accurate and timely payment processing
• Respond to inquiries from clients, sales teams, and internal business partners related to 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 in accordance with 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

Required Qualifications:

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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 in accordance with established procedures
• Experience reviewing transaction, account, or client information for accuracy and completeness
• Ability to communicate clearly with clients and internal business partners to obtain, verify, or clarify information
• 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 preferred

Job Expectations:

• Ability to work a hybrid schedule
• Willingness to work on-site at stated location on the job opening
• Ability to work additional hours as needed
• This position is not eligible for Visa sponsorship

Posting Location:

• 550 S Tryon St. - Charlotte, North Carolina 28202

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting End Date:

*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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

About Us

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Additional information may be found at:
wellsfargo.com
wellsfargojobs.com