Job Description

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application.

At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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) is one of the United States leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

Galliard Capital Management focuses on providing stable value and fixed income money management services to institutional investors. The firm was founded in 1995 with 15 clients and $1.8 billion in assets under management. Today, Galliard manages more than $90 billion in assets and has over 110 professionals dedicated to serving in excess of 230 institutional clients. The stability and commitment of Galliards employees has been a key ingredient to the firms long-term success. (www.Galliard.com ) Galliard is a wholly owned, independently operated subsidiary of Wells Fargo.

Galliard Capital Management is seeking a Client Service Consultant 1 to join the Fund Direct Support team primarily completing the monthly omnibus reconciliation process and deliverables required by the Wells Fargo Institutional Retirement Trust team (IRT).

Primary responsibilities include but are not limited to:
The Client Service Consultant 1 role will reconcile holdings and other key details of many of the largest platforms that trade in our Funds via National Securities Clearing Corporation (NSCC). These platforms process daily trades for their clients in our Funds via omnibus accounts. The Client Service Consultant 1 will ensure that the materials necessary to complete the reconciliation are received in good order, perform the reconciliation timely, resolve differences timely, ensure agreements are established for clients investing in the fund and report the status to key stakeholders.

Additional responsibilities may include:

* Supporting internal and external customers by providing support services in account management, operations, documentation, customer service and reporting
* Facilitating and processing plan conversions with our external parties (e.g. plans moving to new record keepers or share class within our Fund)
* Facilitating and Onboarding new investors
* System maintenance and support on firms proprietary system
* Researching and resolving customer inquiries
* Reviewing time sensitive and moderately complex documents
* Revising departmental procedures
* Training others as a back-up and being trained as back-up for other employees
* Maintaining documented procedures.

Required Qualifications
* 2+ years of experience in one or a combination of the following: client services, financial services, or call center, demonstrated through work, military, or education

Desired Qualifications
* Ability to work in a fast-paced action oriented environment
* Effective organizational, multi tasking, and prioritizing skills
* Excellent verbal, written, and interpersonal communication skills
* Ability to understand client concerns, questions, and problems then identify appropriate solutions
* Basic Microsoft Office skills
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Strong analytical skills with high attention to detail and accuracy
* Ability to work effectively, as well as independently, in a team environment
* Strong time management skills and ability to meet deadlines
* A BS/BA degree or higher
* Knowledge and understanding of financial services industry
* Knowledge and understanding of accounting principles: general ledger reconciliation

Other Desired Qualifications
* Ability to work effectively with internal and external parties
* Ability to work effectively within a process-driven framework

Street Address
MN-Minneapolis: 800 Lasalle Ave - Minneapolis, MN

Disclaimer

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.