Associate, Client Delivery

Wells Fargo

Business Relationship Support Specialist at Corporate & Investment Bank engaging with clients and servicing corporate banking needs. Coordinate onboarding and maintain relationships across various teams while ensuring compliance and improving processes.

Posted 7/14/2026full-timeCharlotte • California, Minnesota, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $109,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding, KYC, and treasury management processes while ensuring compliance with regulatory requirements. Proven ability to enhance client experience through effective communication, problem-solving, and collaboration across cross-functional teams.

Highest-signal resume keywords

Client OnboardingKYC ProcessesTreasury ManagementBusiness Relationship SupportAdvanced Microsoft Office Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingKYC ProcessesTreasury ManagementCredit ProcessesCommercial Real Estate Processes

Soft Skills

Problem-SolvingOrganizational SkillsTime ManagementAttention to DetailCollaboration

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookAI-Enabled Tools

Industry Keywords

BankingFinancial ServicesClient-Facing OperationsCorporate ClientsInstitutional Clients

About the role

Key responsibilities & impact

Own day-to-day support and servicing for a portfolio of CIB clients, acting as a key point of contact for onboarding and operational needs
Lead end-to-end onboarding and account opening processes for new client relationships, coordinating across legal, compliance, credit, and operations partners
Partner with Relationship Managers, Global Payments & Liquidity partners, and product teams to deliver a seamless and high-quality client experience
Proactively identify, escalate, and resolve client issues by navigating internal stakeholders and driving timely outcomes
Build and maintain strong working relationships across cross-functional teams to support efficient execution and shared results
Ensure accurate and timely completion of client requests while meeting service level expectations and regulatory requirements
Exercise sound judgment while developing expertise in processes, policies, and compliance frameworks
Identify and implement process improvements leveraging data, automation, and AI-enabled tools to enhance efficiency and client experience

Requirements

What you’ll need

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bachelor’s degree or equivalent work experience
2+ years of experience in banking, financial services, or client-facing operations roles supporting corporate, institutional, or commercial clients.
Experience supporting client onboarding, KYC, treasury management, credit, or commercial real estate processes
Proven ability to communicate effectively with corporate or institutional clients in a fast-paced, regulated environment
Strong problem-solving skills with the ability to adapt to evolving priorities and business needs
Demonstrated ability to leverage tools, data, and internal networks to navigate challenges and deliver results
Strong organizational and time management skills with high attention to detail and accuracy
Ability to collaborate effectively across teams and organizational levels in a dynamic environment
Experience working with geographically dispersed teams
Advanced Microsoft Office skills (Excel, PowerPoint, Word, and Outlook)

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement