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Alternative Investments Middle Office Support - Senior Consultant

CHARLOTTEonsitesenior

Posted today · via Workday

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About this role

About this role: 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. 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.…

Read the full description on Wf's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in CHARLOTTE. We weight your proximity and willingness to relocate.

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Skills in this role

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