Alternative Investment Middle Office Support Consultant

Wells Fargo • Charlotte, NC • 7h ago

About this role:

Wells Fargo is seeking an Alternative Investments Middle Office Support Consultant (Customer Service Associate) to join the Alternative Investments team within Wealth and Investment Management. This high-touch service team supporting Alternative Investment activity across the field by partnering closely with advisors, product/business teams, and operational groups. Responsibilities include facilitating trade support, responding to advisor inquiries, and managing escalations through resolution.

Responsibilities include responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. The Associate will respond to inquiries, resolve problems, and provide a best-in-class customer experience while adhering to work guidelines, policies, and regulations.

Learn more about our career areas and business divisions at WellsFargoJobs.com.

In this role, you will:

Support Financial Advisors and field teams by assisting the field with questions on Alternative Investment products through phone, email, and other inquiries

Assist the business with project work and education to the field on Alternatives

Provide support around Alternative Investment trades

Provide support to navigate account management, documentation, and technical needs

Troubleshoot and resolve escalated advisor or client-service issues, including transaction status questions, account restrictions, subscription/redemption questions, trade errors, or process delays

Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements

Act as a primary support person for advisors and internal partners supporting customer services

Provide information to managers as well as internal and advisors to resolve issues

Required Qualifications:

6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

6+ months experience working within the Investment Contact Center and/or financial services

Experience working with Alternative Investments in investment operations, wealth management or servicing setting

Prior experience in Client service roles supporting HNW/UHNW advisors

Ability to answer phones in a professional and friendly manner, demonstrating effective communication and customer service skills

Ability to consult, build, and maintain solid working relationships in and outside of immediate department

Ability to be flexible and adjust plans quickly to meet changing business needs

Experience troubleshooting and resolving customer issues

Job Expectations:

This position is not eligible for Visa sponsorship

Posting Location:

550 South Tryon Street - Charlotte, NC, 28202

Posting End Date:

12 Aug 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-560055

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