Wells Fargo
Builtin · Indexed 2026-07-19
Senior Securities Operations Specialist - Wealth Client Performance Analytics
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Indexed description
Wells Fargo Senior Securities Operations Specialist - Wealth Client Performance Analytics YesterdaySaved Hybrid Charlotte, NC, USA Senior level Senior levelFintech • Financial ServicesLead securities operations lifecycle work: reconcile client portfolio and performance data, analyze returns, identify and resolve discrepancies, perform root cause analysis, strengthen controls, support audits, and drive process improvements across cross-functional teams.Top Skills: AddeparAlteryxBetaBlack DiamondExcelOutlookParisPower BIPowerPointSei/Trust 3000Sql Co-PilotTableauWordZephyr
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