Onboarding Services Associate - Independent Solutions

Wells Fargo & Company • St. Louis, MO

5d • Hybrid

About The Position

Wells Fargo is seeking an Onboarding Services Associate (Business Execution Associate) who will provide support to the Independent Solutions Transition Services team for Onboarding as part of Wealth & Investment Management. In this role, you will provide support to the Transition Team including Financial Advisor (FA) transitions to Independent Solutions and onboarding Financial Network (FiNet) staff in the field and interns. You will participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups. You will review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities. You will receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives. Day to day activities include running background checks, submitting system access requests, sending new office packets, etc. You will collaborate and consult with Financial Advisors, branches, mid-level managers, or cross-functional business partners.

Requirements

• 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Ability to organize and prioritize work to meet deadlines
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Intermediate Microsoft Office Excel skills
• Candidates must successfully complete and pass a background check prior to hire.
• Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future.

Nice To Haves

• Experience with Financial Advisor transitions, onboarding, registration, or compliance
• Experience working with FINRA background checks and fingerprinting
• Knowledge and understanding of financial industry associated regulatory standards and agencies
• Exposure to Wells Fargo First Advantage System (FADV), Associate Profile System (APS), and Contingent Resource System (CRS) systems
• Knowledge and understanding of Salesforce
• Exposure to Wells Fargo Advisor Gateway application

Responsibilities

• Provide support to the Transition Team including Financial Advisor (FA) transitions to Independent Solutions and onboarding Financial Network (FiNet) staff in the field and interns
• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
• Perform day to day activities include running background checks, submitting system access requests, sending new office packets, etc.
• Collaborate and consult with Financial Advisors, branches, mid-level managers, or cross-functional business partners

Benefits

• Wells Fargo is an equal opportunity employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed