Associate, Client Delivery - CIB

About the role

Wells Fargo is seeking a Business Relationship Support Specialist to join the Client Delivery team within the Corporate & Investment Bank as a Client Delivery Associate. This is a front office-aligned role providing direct exposure to client engagement, relationship management, and the onboarding and servicing of corporate banking and commercial real estate clients. This position offers the opportunity to build deep expertise in treasury and credit-related products while developing the operational and client management capabilities foundational to success within CIB.

This role is hybrid with some in-office expectation.

Responsibilities

• 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
• Avoid delays and 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

• 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
• Advanced Microsoft Office skills (Excel, PowerPoint, Word, and Outlook)