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Wells Fargo Builtin · Indexed 2026-09-20

Securities Operations Specialist

Charlotte, NC, USA

Builtin
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Indexed description

Wells Fargo Securities Operations Specialist 5 Hours AgoSaved Hybrid Charlotte, NC, USA Junior JuniorFintech • Financial ServicesSupports securities operations across brokerage account opening, maintenance, restrictions, onboarding, funding, settlement, reconciliations, and transaction processing. Reviews documentation, resolves escalations, researches data and reporting issues, monitors production work, identifies risks, and supports controls, process improvements, testing, and implementation initiatives. Collaborates with Financial Advisors, internal teams, managers, and external partners while meeting quality and production standards in a high-volume environment.Top Skills: BetaMS OfficeSeiSmartstation

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