# Institutional Investment Operations Associate - Centralized Callback at Wells Fargo

Wells Fargo is hiring an Institutional Investment Operations Associate - Centralized Callback. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/3a0ac7fc-87fb-4b9a-a008-b068b7905f0c?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. CHARLOTTE, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 36 out of 100)
- Location: CHARLOTTE, NC
- Posted: November 9, 2026
- Apply: https://jobsbylevel.com/go/3a0ac7fc-87fb-4b9a-a008-b068b7905f0c?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=institutional-investment-operations-associate-centralized-callback-at-wells-fargo-2ad9d4

## Description

About this role: Wells Fargo is seeking an Institutional Investment Operations Associate within the Centralized Callback team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com . The Centralized Callback Team within Shared Services supports fraud prevention by verifying and authenticating payment and settlement instructions across multiple lines of business. The team performs callbacks for both client-directed and non-client-directed payments to help ensure instructions are appropriately validated. In this role, you will: Review authority documentation and authenticate payment and settlement instructions across multiple lines of business Perform required callbacks and verification activities in accordance with established operational controls and procedures Research payment discrepancies, exceptions, and other operational issues and take appropriate action or escalate when needed Analyze transaction and client information to support accurate and timely payment processing Respond to inquiries from clients, sales teams, and internal business partners related to payment instructions and authentication Collaborate with business partners and leadership to resolve complex or time-sensitive issues Reconcile transactions and reports, identifying and resolving differences in accordance with established procedures Apply sound judgment when evaluating information and determining appropriate next steps Support projects, process improvements, and other operational or industry initiatives Review and update departmental procedures to reflect current processes and controls Required Qualifications: 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience supporting client service, payment operations, settlements, trade support, or other financial services operations Knowledge of payment or settlement instruction validation and authentication processes Familiarity with operational controls, fraud prevention, and risk mitigation practices Ability to research discrepancies, resolve exceptions, and escalate issues in accordance with established procedures Experience reviewing transaction, account, or client information for accuracy and completeness Ability to communicate clearly with clients and internal business partners to obtain, verify, or clarify information Experience managing multiple time-sensitive requests while maintaining accuracy and following established controls Proficiency in Microsoft Excel, including pivot tables, and experience working with operational data Familiarity with CIB markets or products, including cash, swaps, futures, options, or commodities Experience documenting processes or updating operational procedures Spanish English bilingual skills preferred Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening Ability to work additional hours as needed This position is not eligible for Visa sponsorship Posting Location: 550 S Tryon St. - Charlotte, North Carolina 28202 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/institutional-investment-operations-associate-centralized-callback-at-wells-fargo-2ad9d4

Source: https://jobsbylevel.com/jobs/institutional-investment-operations-associate-centralized-callback-at-wells-fargo-2ad9d4

## Cite this page

Level. https://jobsbylevel.com/jobs/institutional-investment-operations-associate-centralized-callback-at-wells-fargo-2ad9d4.

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