Securities Operations Specialist - Investment Manager Relations

Wells Fargo Securities Operations Specialist - Investment Manager Relations Reposted 2 Hours AgoSaved Hybrid Charlotte, NC, USA Junior JuniorFintech • Financial ServicesSupports securities trade settlement and investment manager relations by resolving trade and account exceptions, onboarding accounts, maintaining settlement instructions, monitoring cash and security movements, reconciling activity, reviewing documentation, and ensuring operational controls and compliance. Collaborates with investment managers, custodians, and internal teams while contributing to process improvements, system enhancements, and operational projects.Top Skills: AlteryxMS OfficeXceptor