Institutional Investment Operations Associate

Wells Fargo is Hiring for the Role of Institutional Investment Operations Associate!

Responsibilities of the Candidate:

• Provide support for business lines such as FX, Rates, Equities, Fixed Income, Futures and Prime Services supporting the various stages of the onboarding process.
• Expected to complete various data capture and processing tasks to onboard clients through the various internal systems used to support client setup and trading activity.  By ensuring accuracy and timeliness of data, we facilitate the business in achieving knowledge of products, markets and market related setups.
• Also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.
• Co-ordinate with the front office directly. The role will be the central point of contact across operational and front office teams to complete and report on various stages of the onboarding process. The Facilitator will gather evidence of customer profile via documentary or non-documentary means utilizing both in-house and external sources.
• Initiate the Client Onboarding process by entering data into the client onboarding system and share documents with internal teams such as the Documentation, AML and Credit teams. The facilitator will track progress and provide status of onboarding request to the request initiator.

Requirements:

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