indeed
Senior Business Relationship Support Specialist
Wells Fargo
Toronto, CAN
Full Time
Senior
Hybrid
Yesterday
Client OnboardingCustomer Due DiligenceTreasury ManagementCredit ServicesMicrosoft OfficeMicrosoft Copilot
Free
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Client OnboardingCustomer Due DiligenceTreasury Management
About the Role
Wells Fargo seeks an experienced Senior Business Relationship Support Specialist to join the Corporate and Investment Banking Client Delivery team in Toronto. You will support a portfolio of Canadian clients, handling client onboarding, due diligence, and day-to-day servicing across treasury and credit needs.
Key Skills for This Role
Client OnboardingCustomer Due DiligenceTreasury ManagementCredit ServicesMicrosoft OfficeMicrosoft Copilot
Responsibilities
- Support a portfolio of Canadian clients with accountability for end to end servicing outcomes
- Serve as 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, and solution driven outcomes
- Partner with clients and internal stakeholders to monitor and resolve overdrafts and process exception wire requests
- 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
- Partner with Relationship Managers to execute transactions for complex customers with high operating exposures
- Demonstrate working knowledge of Treasury Management products and services
- Develop and maintain expertise in policies, procedures, and controls
- Support peer Client Delivery Consultants and contribute to projects and initiatives
Requirements
- 4+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education
- Ability to thrive in a fast paced, highly demanding team environment
- Familiarity with AML, KYC, customer due diligence, and financial crimes concepts
- Knowledge of global treasury management industry products and services
- Excellent verbal, written, and interpersonal communication skills
- Strong problem solving skills
- Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
- Comfort using approved AI enabled tools such as Microsoft Copilot
- Strong organizational and prioritization skills
- Strong attention to detail and accuracy
Full Job Posting
About this role
- Wells Fargo is seeking an experienced Senior Business Relationship Support Specialist to join the Corporate and Investment Banking Client Delivery team.
- This role is for a vacancy in our Toronto office and sits within a team that supports Canada, Latin America, and the Caribbean, with primary responsibility for a portfolio of Canadian 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.
In this role, you will
- Support a portfolio of Canadian 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, 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
- 4+ 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
- 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.
- Strong organizational and prioritization skills, with the ability to manage multiple concurrent requests effectively.
- Strong attention to detail and accuracy.
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% within the country.
Pay Range
- CAD 78,000.00 CAD 128,000.00
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