Account Associate 2

Job Description

This position is within Corporate Trust Services (CTS) – CMES (Corporate, Municipal & Escrow Solutions).

Work directly with Account Managers to administer a complex portfolio of municipal debt accounts. Provide support to Account Managers by providing daily account administration, processing, maintenance and oversight according to policies/procedures and independently manage the ongoing transactions to the portfolio. Assist Account Managers in proactively handling and resolving customer issues, interface with operational areas; internal departments and outside vendors, as needed.

Team members 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.

Required Qualifications

  • 3+ years of financial services experience

Desired Qualifications

  • Corporate trust experience
  • Ability to work in a fast paced deadline driven environment
  • Customer service focus with experience servicing customer relationships and ability to communicate and escalate issues
  • Ability to exercise independent judgment to identify and resolve problems
  • Ability to interact with all levels of an organization
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Effective organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of trust, custody, legal, corporate finance, or the financial services industry
  • Extensive math skills
  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy

Other Desired Qualifications

•Bachelor's degree in Finance, Accounting or related degree

•Understanding of financial concepts


    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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