Field Support Specialist

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration.

To participate in some selection activities you will need to respond to an invitation.

The invitation can be sent by both email and text message.

In order to receive text message invitations, your profile must include a mobile phone number designated as ‘Personal Cell’ or ‘Cellular’ in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.

We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo.

It all begins with outstanding talent.

It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services.

WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals.

Our mission is to help clients pursue their financial goals with confidence.

We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective adviceo Developing individualized plans for clients to help meet their financial objectiveso Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.o Abbot Downing serves ultra-high-net-worth individuals and families.

o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.

o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Processes deposits and disbursements of client funds and/or securities; ensuring good delivery and accurate processing while receiving, prioritizing, transmitting and distributing security orders.

Responsible for entering securities, payments, disbursements and orders into the system, preparing client receipts, and forwarding securities with any supporting documentation to the Home Office.

Responsible for ensuring that financial transactions are completed in a timely fashion to reduce financial exposure to both the client and the firm.

This includes requests for security re-registrations, deliveries, Fed Wires and transfers of client funds.

Also responsible for identifying and preventing potential risk-related transactions, as well as providing assistance to all Financial Advisors with regard to any aspect of order entry activity.

May open and distribute branch mail received and disseminate morning reports.

Responsible for maintaining accurate records per Corporate and Securities regulations, while meeting daily deadlines for bank deposits, order entry and system cutoffs.
Required Qualifications
6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience
Desired Qualifications
Experience in cashiering or wire operations Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of brokerage: systems or applications Brokerage operations experience
Street Address
WA-Seattle: 999 3rd Ave
– Seattle, WA
Disclaimer
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check.

Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary
Benefits

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