FX Institutional Investment Operations Associate

About This Role

Wells Fargo is seeking a motivated, analytical, and client-focused professional to join our FX Investigations team. This role involves investigating payment inquiries, resolving exceptions, partnering with internal and external stakeholders, and ensuring the timely resolution of foreign exchange payment issues while maintaining a strong risk and control environment. This is an excellent opportunity for someone interested in building a career in financial services, payments, operations, or risk management.

Key Responsibilities

• Manage an assigned portfolio of FX Investigation cases from intake through resolution.
• Research and resolve payment inquiries, exceptions, and operational breaks.
• Prioritize high-risk, aged, and client-impacting items to ensure timely resolution.
• Partner with clients, correspondent banks, and internal business groups to drive issue resolution.
• Perform root cause analysis and identify opportunities to improve processes, controls, and the client experience.
• Maintain accurate case documentation and investigation records.
• Support automation initiatives, workflow enhancements, and operational improvement efforts.
• Assist with maintaining procedures and operational documentation.
• Collaborate with teammates and support knowledge-sharing across the organization.
• Contribute to a culture focused on operational excellence, continuous improvement, and client satisfaction.

Requirements & Tech Stack

• Microsoft Office applications, including Excel, Outlook, Word, and Teams.

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.
• Experience in banking, financial services, operations, customer service, or a related environment.
• Experience with payments, wire transfers, treasury services, SWIFT messaging, foreign exchange operations, or financial operations is preferred but not required.
• Ability to analyze business processes, identify root causes, and recommend solutions that improve client experience, strengthen controls, or reduce manual effort.
• Interest in identifying process improvement opportunities and driving operational efficiencies.
• Curiosity and willingness to leverage emerging technologies, including AI and automation tools, to streamline workflows, increase productivity, and enhance business outcomes.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High attention to detail and strong organizational skills.
• Ability to work independently and collaboratively within a team environment.
• Customer-focused mindset with a commitment to delivering quality service.
• Strong verbal and written communication skills.

Job Expectations

• Hybrid role with at least 3 days required in assigned office location.
• Fully remote work locations are not available for this role.
• Relocation assistance is not available for this position.