Wells Fargo


Birmingham, Michigan


United States

Postal Code:


Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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Branch Operations Specialist 2 - Private Client Group

Wells Fargo - Birmingham, Michigan

Posted: 10/11/2018

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

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

  • 3+ years of operations experience
Desired Qualifications

  • Experience in cashiering or wire operations
  • Strong analytical skills with high attention to detail and accuracy

  • 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.

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