Client Delivery Associate Jobs in California (NOW HIRING)

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 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. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• 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

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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)

Job Expectations:

• Ability to work outside of normal business hours as needed to support client activity.
• 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 Locations:

Charlotte, NC: 550 South Tryon

Concord, CA: 2001 Clayton Rd.

Minneapolis, MN: 90 S 7th St.

Salary Ranges:

Charlotte, NC: $60K - $91K USD Annual

Concord, CA: $72K - $109K USD Annual

Minneapolis, MN: $66K - $100K USD Annual

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*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, or 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), 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability 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.