Alternative Investments Middle Office Support - Senior Consultant

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

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. The Specialist will respond to inquiries, resolve problems, and provide a best-in-class customer experience while adhering to work guidelines, policies, and regulations.

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 support
• 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 internal partners supporting customer services
• Provide information to managers to resolve advisor issues
• Ability to de-escalate and resolve complex issues
• Train and mentor other team members
• Serve as a backup resource for supervisory oversight and responsibilities

Required Qualifications:

• 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

Job Expectations:

• This position is not eligible for Visa sponsorship

Posting

Location:

• 550 South Tryon Street - Charlotte, NC

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.

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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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