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Wells Fargo

Diversified financial services: banking, lending, investments

FX Institutional Investment Operations Associate

Finance & BankingPosted on Nov 10
Full-timeCharlotte, NC, USANo salary listed

About the Job

Requirements

  • At least 6 months of Institutional Investment Operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to analyze business processes, identify root causes, and recommend solutions that improve client experience, strengthen controls, or reduce manual effort.
  • Interest in identifying process improvement opportunities and driving operational efficiencies.
  • Curiosity and willingness to use emerging technologies, including artificial intelligence and automation tools, to streamline workflows, increase productivity, and enhance business outcomes.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • High attention to detail and strong organizational skills.
  • Proficiency with Microsoft Office applications, including Excel, Outlook, Word, and Teams.
  • Ability to work independently and collaboratively within a team environment.
  • Customer-focused mindset with a commitment to delivering quality service.
  • Strong verbal and written communication skills.

Responsibilities

  • Manage an assigned portfolio of foreign exchange investigation cases from intake through resolution.
  • Research and resolve payment inquiries, exceptions, and operational breaks.
  • Prioritize high-risk, aged, and client-impacting items to ensure timely resolution.
  • Partner with clients, correspondent banks, and internal business groups to drive issue resolution.
  • Perform root cause analysis and identify opportunities to improve processes, controls, and the client experience.
  • Maintain accurate case documentation and investigation records.
  • Support automation initiatives, workflow enhancements, and operational improvement efforts.
  • Assist with maintaining procedures and operational documentation.
  • Collaborate with teammates and support knowledge-sharing across the organization.
  • Contribute to a culture focused on operational excellence, continuous improvement, and client satisfaction.
  • Adhere to applicable policies and procedures, identify and escalate risks appropriately, exercise sound judgment, and support a strong control environment while delivering client service.
  • Follow applicable risk programs and policies, fulfill risk and compliance obligations, escalate and remediate issues, and make risk decisions consistent with the business unit's risk appetite and program requirements.

Desired Qualifications

  • Experience in banking, financial services, operations, customer service, or a related environment.
  • Experience with payments, wire transfers, treasury services, SWIFT messaging, foreign exchange operations, or financial operations.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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