Address
Form of workAbout this role:
Wells Fargo is seeking a Commercial Rates & FX Onboarding Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. The role of the Commercial Rates & FX Onboarding Coordinator is to organize, streamline, and oversee the onboarding process from start to finish for the Commercial Rates & FX businesses. This position will support the Sales team and report to the New Business Management Group. The role is being created to meet existing demand and expected growth.
In this role, you will:
Required Qualifications, US:
Desired Qualifications:
Job Expectations:
Base salary range for this role in NY, NY is $87,700.00-$155,900.00
Pay Range
$73,100.00 - $155,900.00
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.
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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo is seeking a Commercial Rates & FX Onboarding Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. The role of the Commercial Rates & FX Onboarding Coordinator is to organize, streamline, and oversee the onboarding process from start to finish for the Commercial Rates & FX businesses. This position will support the Sales team and report to the New Business Management Group. The role is being created to meet existing demand and expected growth.
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 Operations for onboarding matters related to the covered business in terms of:
- Setting priorities
- 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
Required Qualifications, US:
- 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 prior experience supporting Commercial Rates desk and/or FX businesses
- General understanding of the operations and technology infrastructure required to onboard clients
- Working knowledge of operational, regulatory and legal issues related to onboarding clients
- Prior experience in a client-facing role
- Highly detail oriented
- Possess excellent verbal and written communication skills
Job Expectations:
Base salary range for this role in NY, NY is $87,700.00-$155,900.00
Pay Range
$73,100.00 - $155,900.00
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
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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
