Client Delivery - Business Relationship Support Specialist

Wells Fargo•Charlotte, NC

6d•$60,000 - $91,000•Hybrid

About The Position

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.

Requirements

Bilingual proficiency (speaking, reading, and writing) in Spanish and English.
2+ years of experience in Business Relationship Support, Client Service, or equivalent experience.

Nice To Haves

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

Responsibilities

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.