Investment Operations Associate Jobs in the United States

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About this role:

Wells Fargo is seeking a motivated, analytical, and client-focused professional to join our FX Investigations team. In this role, you will investigate payment inquiries, resolve exceptions, partner with internal and external stakeholders, and help ensure the timely resolution of foreign exchange payment issues while maintaining a strong risk and control environment.

This is an excellent opportunity for someone interested in building a career in financial services, payments, operations, or risk management.

In this role, you will:

• Manage an assigned portfolio of FX Investigation cases from intake through resolution.
• Research and resolve payment inquiries, exceptions, and operational breaks.
• Prioritize high-risk, aged, and client-impacting items to ensure timely resolution.
• Partner with clients, correspondent banks, and internal business groups to drive issue resolution.
• Perform root cause analysis and identify opportunities to improve processes, controls, and the client experience.
• Maintain accurate case documentation and investigation records.
• Support automation initiatives, workflow enhancements, and operational improvement efforts.
• Assist with maintaining procedures and operational documentation.
• Collaborate with teammates and support knowledge-sharing across the organization.
• Contribute to a culture focused on operational excellence, continuous improvement, and client satisfaction.

Required Qualifications:

• 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in banking, financial services, operations, customer service, or a related environment.
• Experience with payments, wire transfers, treasury services, SWIFT messaging, foreign exchange operations, or financial operations is preferred but not required.
• Ability to analyze business processes, identify root causes, and recommend solutions that improve client experience, strengthen controls, or reduce manual effort.
• Interest in identifying process improvement opportunities and driving operational efficiencies.
• Curiosity and willingness to leverage emerging technologies, including AI and automation tools, to streamline workflows, increase productivity, and enhance business outcomes.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High attention to detail and strong organizational skills.
• Proficiency with Microsoft Office applications, including Excel, Outlook, Word, and Teams.
• Ability to work independently and collaboratively within a team environment.
• Customer-focused mindset with a commitment to delivering quality service.
• Strong verbal and written communication skills.

Why Join Us?

• Gain hands-on experience in global payments and foreign exchange operations.
• Work alongside experienced professionals in a collaborative and supportive environment.
• Participate in process improvement, automation, and AI-driven transformation initiatives.
• Develop skills in operations, risk management, client service, and financial services.
• Explore career growth opportunities across Payments, Operations, Treasury Services, Risk, and Banking.

Risk & Compliance - Employees support our focus on building strong customer relationships balanced with a strong risk management and compliance culture. Team members are responsible for adhering to applicable policies and procedures, identifying and escalating risks appropriately, exercising sound judgment, and supporting a strong control environment while delivering exceptional client service.

Job Expectations:

• This position is NOT eligible for Visa sponsorship. 
• Hybrid role with at least 3 days required in assigned office location.
• Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.
• Relocation assistance is not available for this position.

Posting End Date: 

*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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.