Alternative Investment Middle Office Support Consultant

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 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
• Support 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
• 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

Company Information

Careers at Wells Fargo: Learn more about our career areas and business divisions

Equal Opportunity Employer

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.

Drug and Alcohol Policy

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