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Wells Fargo is seeking an Alternative Investments Middle Office Support Senior Consultant (Customer Service Specialist) to join the Alternative Investments team within Wealth and Investment Management. This high-touch service team supports Alternative Investment activity across the field by partnering closely with advisors product/business teams and operational groups. Responsibilities include facilitating trade support responding to advisor inquiries and managing escalations through resolution.
Responsibilities include responding to inquiries and issues from customers on a variety of complex financial products services and/or select customer segments through a variety of channels. The Specialist will respond to inquiries resolve problems and provide a best-in-class customer experience while adhering to work guidelines policies and regulations.
Learn more about our career areas and business divisions at WellsFargoJobs.com.
In this role you will:
- Support Financial Advisors and field teams by assisting the field with questions on Alternative Investment products through phone email and other inquiries
- Assist the business with project work and education to the field on Alternatives
- Provide support around Alternative Investment trades
- Provide support to navigate account management documentation and technical support
- Troubleshoot and resolve escalated advisor or client-service issues including transaction status questions account restrictions subscription/redemption questions trade errors or process delays
- Assist the business with project work and education to the field on Alternatives
- Act as a primary support person for internal partners supporting customer services
- Provide information to managers to resolve advisor issues
- Ability to de-escalate and resolve complex issues
- Train and mentor other team members
- Serve as a backup resource for supervisory oversight and responsibilities
- 2+ years of experience in Customer Service Financial Services or Contact Center or equivalent demonstrated through one or a combination of the following: work experience training military experience education
- Experience working with Alternative Investments in investment operations wealth management or servicing setting
- Experience working within financial services
- Prior experience in Client service roles supporting HNW/UHNW advisors
- Ability to answer phones in a professional and friendly manner demonstrating effective communication de-escalation and customer service skills
- Ability to consult build and maintain solid working relationships in and outside of immediate department
- Ability to be flexible and adjust plans quickly to meet changing business needs
- Experience troubleshooting and resolving customer issues
- BS/BA Degree
- This position is not eligible for Visa sponsorship
- 550 South Tryon Street - Charlotte NC
12 Aug 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Skills Required
- 2+ years of experience in Customer Service Financial Services or Contact Center or equivalent
- Experience working with Alternative Investments in investment operations wealth management or servicing setting
- Experience working within financial services
- Prior experience in client service roles supporting HNW/UHNW advisors
- Ability to answer phones professionally and demonstrate effective communication de-escalation and customer service skills
- Ability to consult build and maintain solid working relationships in and outside of immediate department
- Ability to be flexible and adjust plans quickly to meet changing business needs
- Experience troubleshooting and resolving customer issues
- BS/BA Degree
Wells Fargo Compensation & Benefits Highlights
- Healthcare Strength—Health coverage begins on day 1 with medical dental and vision and includes mental health prescription drugs and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
- Parental & Family Support—Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35000 lifetime reimbursement for adoption surrogacy and donor expenses. Backup child and adult care further supports family needs.
- Retirement Support—Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking investment and mortgage products and services as well as consumer and commercial finance through our four reportable operating segments: Consumer Banking and Lending Commercial Banking Corporate and Investment Banking and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations.Our technology professionals drive innovation information security and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us!Are you looking for more? Find it here. At Wells Fargo we're more than a financial services leader – we’re a global trailblazer committed to driving innovation empowering communities and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive in one place. Living the Well Life means you’re supported in life not just work. It means having robust benefits competitive compensation and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community celebrated for being your authentic self and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations work-life balance and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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