Wells Fargo

Alternative Investments Middle Office Support - Senior Consultant

Wells Fargo$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in Customer Service, Financial Services, or Contact Center
  • Experience working with Alternative Investments
  • Prior experience in client service roles for high net worth or ultra high net worth advisors
  • Effective communication and de-escalation skills
  • Ability to build relationships across departments
  • BS/BA Degree

Responsibilities

  • Respond to questions from Financial Advisors and field teams regarding Alternative Investment products
  • Assist with project work and educate the field on Alternatives
  • Provide trade support for Alternative Investments
  • Navigate account management and technical support issues
  • Resolve escalated advisor or client-service issues
  • Train and mentor team members
  • Act as a primary support contact for internal partners

Benefits

  • Collaborative team environment
  • Opportunities for professional development
  • Exposure to a wide array of financial products
  • Supportive company culture focused on customer service
  • Potential for career advancement within the firm
Full Job Description
About this role:

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.

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


Required Qualifications:
  • 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


Desired Qualifications:
  • 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


Job Expectations:
  • This position is not eligible for Visa sponsorship


Posting Location:
  • 550 South Tryon Street - Charlotte, NC


Posting End Date:

12 Aug 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

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We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

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Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

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Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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