Alternative Investment Middle Office Support Consultant

About the role

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. 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 supports Alternative Investment activity across the field by partnering closely with advisors, product/business teams, and operational groups.

Responsibilities

• Facilitate trade support
• Respond to advisor inquiries
• Manage escalations through resolution
• Respond to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels
• Answer phones in a professional and friendly manner, demonstrating effective communication and customer service skills
• Consult, build, and maintain solid working relationships in and outside of immediate department
• Be flexible and adjust plans quickly to meet changing business needs
• Troubleshoot and resolve escalated advisor or client-service issues, including transaction status questions, account restrictions, subscription/redemption questions, trade errors, or process delays
• Provide information to managers as well as internal and advisors to resolve issues

Requirements

• 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

Wells Fargo Recruitment and Hiring 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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements

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