Alternative Investments Middle Office Support - Senior Consultant

Wells Fargo is one of the largest and most respected financial services companies in the world, with a legacy of providing comprehensive financial solutions for individual and institutional clients alike. As a diversified banking institution, Wells Fargo offers a broad range of investment, wealth management, commercial, and consumer banking services. The company is committed to delivering superior customer service, innovative financial products, and expert advice to help clients achieve their financial goals. With a focus on compliance, risk management, and customer experience, Wells Fargo fosters an environment where employees are empowered to contribute meaningfully to the company’s success and growth.

The Alternative Investments team within Wealth and Investment Management at Wells Fargo is expanding and seeking a Middle Office Support Senior Consultant (Customer Service Specialist) to join their high-touch service group. This team plays a vital role in supporting Alternative Investment activities across the firm’s field offices by collaborating closely with financial advisors, product and business teams, and operational units. The Primary responsibility of this role is to provide expert trade support, respond efficiently to complex advisor inquiries, and manage escalations until issue resolution is achieved.

This position offers an exciting opportunity to work in a dynamic and collaborative setting that thrives on problem-solving and delivering a best-in-class client experience. The role involves direct engagement through multiple communication channels like phone, email, and internal systems, ensuring that financial advisors and clients receive timely and accurate information related to Alternative Investment products and transactions. Additionally, the role requires involvement in project work and training initiatives to educate field teams about Alternative Investments, ensuring that everyone has up-to-date product knowledge and operational understanding.

The Senior Consultant will serve as a primary point of contact for escalated customer service issues and will work closely with managers and internal partners to facilitate smooth resolution processes. Attention to detail and strong technical skills are essential for navigating account management systems, handling documentation, and troubleshooting transaction-related problems. This position also holds responsibility for mentoring and training team members, sharing expertise, and occasionally stepping in for supervisory oversight when needed.

Wells Fargo values a risk-aware culture where employees are accountable for adhering strictly to policies and compliance requirements, including credit, market, financial crimes, operational, and regulatory compliance risks. Candidates can expect to work in an environment where governance and risk mitigation are paramount, aligning with the company’s commitment to strong customer relationships balanced with sound risk management.

The role is based at the Wells Fargo office at 550 South Tryon Street, Charlotte, NC. While this position requires a minimum of two years of customer service or financial service experience, preferably related to Alternative Investments, the company offers opportunities for growth and professional development in the financial services industry. Candidates should hold at least a Bachelor's degree. This position does not offer visa sponsorship. Wells Fargo is an equal opportunity employer, committed to diversity, inclusion, and accommodating applicants with disabilities.