Lead Capital Markets Middle Office Specialist – Client Service
Wells Fargo · US
Wells Fargo is seeking a Lead Capital Markets Middle Office Specialist within the New York Prime Client Service team as a part of Corporate Investment Bankin...
Job description
About this role: Wells Fargo is seeking a Lead Capital Markets Middle Office Specialist within the New York Prime Client Service team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com . The Client Service Team is a central point of contact and relationship manager for our clients. The CSR acts as a conduit between the client, our custodians, and the rest of the firm, providing escalation support, navigation, and helping to deliver real solutions. On a daily basis, the CSR oversees the clients’ accounts and gets involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, asset transfer, stock loan, basic reconciliation, and miscellaneous facilitation. In this role, you will: The main responsibilities are day-to-day resolution of trade related issues, customer account reconciliation, and personalized account service to Hedge Fund Clients within Prime Brokerage and the broader Bank Work with clients, custodian contacts, management, and other resources to resolve trade related issues Identify and escalate market sensitive issues Review...