What are the responsibilities and job description for the Client onboarding Coordinator (contract) position at Wells Fargo?
Title: Client Onboarding Coordinator
Location: Charlotte, NC
Duration: 9 months
Work Engagement: W2
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
In this contingent resource assignment, you may: Consult on complex initiatives with broad impact and large-scale planning for Business Execution. Review and analyze complex multi-faceted, larger scale, or longer-term Business Execution challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors. Contribute to the resolution of complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that meet deliverables. Strategically collaborate and consult with client personnel.
The role of the Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the Corporate and Investment Bank. This position will support the Sales team and report to the Client Delivery group, focusing on the Sponsored Products group, specifically Repo / Sponsored Repo products.
Qualifications:
Location: Charlotte, NC
Duration: 9 months
Work Engagement: W2
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
In this contingent resource assignment, you may: Consult on complex initiatives with broad impact and large-scale planning for Business Execution. Review and analyze complex multi-faceted, larger scale, or longer-term Business Execution challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors. Contribute to the resolution of complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that meet deliverables. Strategically collaborate and consult with client personnel.
The role of the Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the Corporate and Investment Bank. This position will support the Sales team and report to the Client Delivery group, focusing on the Sponsored Products group, specifically Repo / Sponsored Repo products.
Qualifications:
- Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
- Project Management/Financial Services experience
- Familiarity with Client Onboarding, Data Management
- Ability to work in a fast-paced, deadline driven environment.
- Excellent verbal, written, and interpersonal communication skills
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
