Securities Operations Service Specialist 2 - Fiduciary Centralized Operations

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Abbot Downing serves ultra-high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Wells Fargo’s Wealth Management (WM) group is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank and to the affluent segment through partnerships between Wealth Brokerage Services (WBS) and the Community Bank. Within WM, Investment & Fiduciary Services (IFS) works with our clients to build, manage, preserve, and transition their wealth. As one of the nation’s strongest financial institutions we bring together a team of experienced professionals to gain insight into each client’s unique situation to deliver specialized wealth solutions that best meet their particular needs and goals. Within IFS we have six Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.
We currently have an opening for a Securities Operations Service Specialist 2 (SOSS 2) within the Fiduciary Management Centralized Operations team. This team member will contribute to the high volumes and moderately complex transactions processed daily for IFS clients within Wealth Management. Operational tasks will be specifically related to bill pay services. There is no direct customer contact in this role.

Responsibilities may include but are not limited to the following:

• Processing and reconciling bill pay related transactions
• Researching and resolving inquires
• Reviewing time sensitive and/or complex documents
• May assist with the creation or revision of departmental procedures
• Coordinating situations that involve other departments
• Moderate internal customer contact
• Will work under minimal supervision

• 18+ months of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center demonstrated through work or military experience

• Data entry experience
• Trust operations experience
• Ability to provide strong customer service and develop customer relationships
• Ability to work effectively, as well as independently, in a team environment
• Ability to work in a fast paced deadline driven environment
• Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record
• Strong organizational, multi-tasking, and prioritizing skills
• Strong time management skills and ability to meet deadlines
• Experience meeting high production and quality standards
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• Strong attention to detail and accuracy skills

The salary range displayed below is based on a Full-time 40 hour a week schedule.
NV-Las Vegas: Min: $33,300 Mid: $42,000

NV-Las Vegas: 6325 S Rainbow Blvd - Las Vegas, NV

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.

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.