The role of the FX Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the FX Line of Business and configure certain front office systems related to FX pricing and other FX business systems. This position will support the FX Sales team and report to the New Business Management Group. The role is being created to meet existing demand.
About this role:
Wells Fargo is seeking a FX Onboarding and Customer Set-up Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration.
In this role, you will:
Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations
Submit requests (via COBAM) for all account opening / new client onboarding requests
Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams (e.g., organizational documents, Tax forms, etc.)
Act as a central point of contact for onboarding matters related to the covered business in terms of:
Setting priorities
Driving execution
Providing client documents
Questions regarding client set-ups
Manage and maintain a client on-boarding checklist for key milestones
Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
Work with Operations to ensure timely account opening
Identify constraints and leading improvements in the on-boarding process and communication channels that emphasize timeliness and scalability
Assist with projects and initiatives to implement policy changes or process improvements
Deliver key onboarding metrics
Configure FX Pricing Systems
Monitor and action control reports related to FX Pricing Configuration
Required Qualifications:
2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of Corporate Investment FX Client Onboarding experience preferred
2+ years of Capital Markets FX experience
Experience in a Capital Markets client facing position
Experience working with Corporate Investment Sales partners.
Other Investment product onboarding experience may be considered
Pay Range $73,100.00 - $129,900.00 Benefits
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement
Posting End Date: 12 Jul 2024 * Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.