Alternative Investments Middle Office Support - Senior 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 Senior Consultant (Customer Service Specialist) 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. The Specialist 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.

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 support
• Troubleshoot and resolve escalated advisor or client-service issues, including transaction status questions, account restrictions, subscription/redemption questions, trade errors, or process delays
• Aid the business with project work and education to the field on Alternatives
• Act as a primary support person for internal partners supporting customer services
• Provide information to managers to resolve advisor issues
• Train and mentor other team members
• Serve as a backup resource for supervisory oversight and responsibilities

Requirements

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

Desired Qualifications

• Experience working with Alternative Investments in investment operations, wealth management or servicing setting
• Experience working within financial services
• Prior experience in Client service roles supporting HNW/UHNW advisors
• Ability to answer phones in a professional and friendly manner, demonstrating effective communication, de-escalation, 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
• BS/BA Degree