Institutional Investment Operations Specialist

About the role

Institutional Investment Operations Specialist at Wells Fargo. The team member will be part of the Markets Client Delivery Onboarding team , responsible for supporting client onboarding across Markets businesses, including FX.

What you'll do

• The team member will be part of the Markets Client Delivery Onboarding team , responsible for supporting client onboarding across Markets businesses, including FX
• The role involves coordinating end-to-end onboarding activities, including client data collection, validation, system setup, and stakeholder engagement
• As a central point of contact, the team member will work closely with Front Office/Sales, Operations, KYC, Credit
• The team member will also contribute to process improvement and transformation initiatives aimed at enhancing client experience, strengthening controls
• Participate in lifecycle support activities for institutional trade initiatives and identify opportunities for process improvements

What you need

• 2–5 yrs of experience
• Capital markets
• KYC
• Reconciliation
• Compliance
• Customer service
• Sales
• B.Com or BBA or MBA

Good to have

• Reporting
• Investment banking
• AML
• Excel
• Risk management
• Due diligence