Client Delivery - Business Relationship Support Specialist
Top focus
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. CIB Chief Operating Office (COO) supports the business seamlessly across all geographic regions by delivering platforms, processes and systems across a wide range of disciplines.
This includes business management, strategy & innovation, data transformation, client lifecycle management, and risk management. COOs also align to each business to bring synergy, consistency, and transparency of COO functions specific to each line of business.
About this role: Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team. This role sits within a team that supports Canada, Latin America, and the Caribbean, with primary responsibility for a portfolio of Latin America and Caribbean clients.
This is a fast-paced, client-facing role suited to a highly organized professional with strong attention to detail, sound judgment, and a commitment to delivering an excellent client experience. This role supports client onboarding, ongoing customer due diligence, and day-to-day servicing across treasury and credit needs.
This position follows a hybrid work schedule with in-office expectations. Learn more about our career areas and lines of business at wellsfargojobs.com
In This Role, You Will
- Support a portfolio of Latin America and Caribbean clients, with accountability for end-to-end servicing outcomes.
- Own the customer experience by serving as the primary point of contact for operational inquiries related to funds movement, payment processing, and credit-related needs.
- Proactively manage client concerns and complex issues, ensuring timely follow-up, escalation (when needed), and solution-driven outcomes.
- Partner with clients and internal stakeholders to monitor and resolve overdrafts and process exception wire requests as required.
- Support due diligence activities across the client lifecycle, including onboarding and ongoing customer due diligence.
- Build and maintain strong relationships with Relationship Managers, Portfolio Managers, Credit Analysts, peers and management; coordinate effectively across stakeholders to deliver results.
- Partner with Relationship Managers to execute transactions for complex customers with high operating exposures.
- Demonstrate working knowledge of Treasury Management products and services relevant to the portfolio.
- Develop and maintain expertise in policies, procedures, and controls applicable to your activities and responsibilities.
- Support peer Client Delivery Consultants and contribute to projects and initiatives that improve delivery outcomes and operational effectiveness.
- Required Qualifications: Bilingual proficiency (speaking, reading, and writing) in Spanish and English. 2+ years of experience in Business Relationship Support, Client Service, or equivalent experience
Desired Qualifications
- Portuguese proficiency (speaking, reading, and writing) Strong organizational and prioritization skills, with the ability to manage multiple concurrent requests effectively Strong attention-to-detail and accuracy Ability to thrive in a fast-paced, highly demanding team environment Familiarity with AML, KYC, customer due diligence, and financial crimes concepts and practices Knowledge of global treasury management industry products, and services Excellent verbal, written, and interpersonal communication skills Strong problem-solving skills
- resourceful and resilient when faced with challenges Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Comfort using approved AI-enabled tools, such as Microsoft Copilot, to improve productivity, workflow efficiency, and client delivery outcomes Job Expectations: Hybrid work schedule: at least three full days in the office each week, with flexibility to work from home up to two days per week but subject to change.
- Flexibility to work outside of normal business hours as needed to support client and business requirements.
- Ability to travel up to 10%.
- This position is subject to FINRA background screening requirements.
- Candidates must successfully complete and pass a background check prior to hire.
- In accordance with FINRA rules, individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
- Ongoing regulatory obligations, including periodic screening and reporting requirements, will apply.
- Specific compliance policies may apply regarding outside activities or personal investing.
- Additional information will be provided during the recruitment process.
- Posting Location: Charlotte, NC: 550 South Tryon Salary Range: Charlotte, NC: $60K - $91K USD Annual Posting End Date: 30 Jul 2026 *Job posting may come down early due to volume of applicants.
- We Value Equal Opportunity Wells Fargo is an equal opportunity employer.
- 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
- any other legally protected characteristic.
- 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)
- 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
- 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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
- 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.
- Wells Fargo Recruitment and Hiring Requirements: a.
- Third-Party recordings are prohibited unless authorized by Wells Fargo. b.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.