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Operations Associate

  • Operations
  • Full time
  • R-326652

About this role:

Wells Fargo is seeking an Operations Associate...

In this role, you will:

  • Research and resolve moderately complex operational tasks, accountable for entire process from receipt of work to resolution and closure to include originating source documents, data adherence to regulations, resolve discrepancies and process unique rejects or exceptions
  • Work under close supervision, follow established procedures, identify opportunities to determine appropriate course of action within defined scope of responsibility
  • Review and analyze inquiries and operational challenges that require research, evaluation and escalation
  • Consult with management for more complex issues to assist with appropriate course of required action
  • Support Business Operations in completing larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
  • Use technical expertise in the designated area and resolve escalated issues
  • Apply technical knowledge and expertise to perform work and action requests
  • Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives
  • Exercise independent judgment to guide medium risk deliverables
  • Aggregate, evaluate and report results and escalate where necessary
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the performing quality review, policies, procedures and compliance requirements
  • Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals
  • Strong excel knowledge to manage and Structured the data, clean and transform the data to use it further

Required Qualifications :

  • 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications :

  • 0 to 2 years of Experience in Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Required to work in night shift 9:30 PM to 6:30 AM IST

Desired Qualifications:

  • 0 to 2 years of accounting experience
  • Excellent verbal, written and interpersonal communication skills
  • Solid problem solving and decision-making skills
  • Proficient in Microsoft Outlook and Excel
  • Good accounting knowledge understands end to end accounts and financial transactions
  • Understand the entity information and how they are reported for SEC and Regulatory reporting
  • Understand and ensure compliance and risk management policies
  • Work with the Onshore quality assurance team to ensure closure of month-end all the open/assigned volumes are reviewed and corrected
  • Monitor and evaluate larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
  • Document quality issues and performance measures for management review
  • Work closely with both internal stakeholders and users to meet their service needs
  • Ability to meet deadlines
  • Demonstrates a high degree of reliability, integrity, and trustworthiness

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Applicants with Disabilities

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

Drug and Alcohol Policy


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

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