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At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.This position resides in the External Investment Manager (IM) Team within Investment Manager Relations (IMR), a part of Trust Operations. The External IM Team serves as the main liaison into Wells Fargo Trust Operations for the external investment manager community. Transactions are moderately complex to complex, requiring detailed communication and coordination with many other Trust Operations departments and business lines as well as requiring strong knowledge of unit functions and systems. Services include, but are not limited to: customer service, trade processing, reporting, reconciling, corporate action communication, fulfilling annual legal document requirements, inquiry research and resolution, management of exceptions, cash management, and process implementation. These IMs often utilize a straight-through processing method to communicate their fixed income and equity trades, but this team manually handles many specialized transactions such as repurchase agreements, physical &/or restricted securities, DWACs, and a variety of derivatives and corresponding collateral. Prudent management of the external IM relationship and their expectations is essential. Other duties include participating in departmental efforts and demonstrating initiative to provide successful support of our client base. Adherence to guidelines, procedures, and regulations is critical. This position works under minimal supervision.Note: Candidates for this position are unable to hold any Securities Licenses. If you have a license it will have to expireRequired Qualifications:
4+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center
Desired Qualifications:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Solid problem solving skills
Ability to work in a fast paced deadline driven environment
Customer service focus with the ability to listen to customer needs and recommend solutions
Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPSTFL&FOCUS=Applicant&SiteId=1&JobOpeningId=5511613&PostingSeq=1.All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
