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FIG Relationship Associate

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Wells Fargo

Oct 22

Applications are closed

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Business, Operations & Strategy

Requirements

  • Experience in Business Relationship Support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Strong organisational skills and ability to multi-task on concurrent projects
  • Ability to work in a fast-paced, highly demanding team environment
  • Strong verbal, written, and interpersonal communication skills
  • Ability to foster strong relationships
  • Familiarity and experience with Anti-Money Laundering (AML) and Customer Due Diligence (CDD)

Responsibilities

  • Partner with Relationship Managers to resolve issues, provide status updates on implementations, and complete line of business operational projects, as necessary.
  • Coordinate with product partners on a range of client related matters.
  • Be accountable for a portfolio of Financial Institutions Group customers, specifically Banks.
  • Independently and/or collaboratively work with key internal and external stakeholders fostering strong relationships.
  • Conduct customer outreach for the purpose of relationship building and client support.
  • Primary point of contact for collecting AML documents and data elements in adherence with Customer Due Diligence Standards.
  • Identify opportunities for process improvements within the portfolio.
  • Develop expertise in the relevant policies, procedures, and compliance requirements.
  • Handle complex customer issues which include escalation and resolution.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Receive and follow direction from leaders.
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

FAQs

What is the primary role of a FIG Relationship Associate?

The FIG Relationship Associate is responsible for supporting the Financial Institutions Group by managing ongoing and new client Due Diligence processes, building client relationships, and ensuring compliance with KYC and AML standards.

What qualifications are required for this position?

Candidates must have experience in Business Relationship Support or equivalent work experience, training, military experience, or education.

Are there any desired skills or qualifications for this role?

Yes, desired qualifications include strong organizational skills, the ability to multitask, excellent communication skills, relationship-building abilities, and familiarity with Anti-Money Laundering (AML) and Customer Due Diligence (CDD).

What is the work environment for this role?

This is a hybrid role, with an expectation to work 3 days in the office and 2 days remotely.

What kind of flexibility is expected in this job?

Flexibility to adjust to work environment, client needs, and business requirements is essential for this role.

What additional responsibilities might a FIG Relationship Associate have?

Responsibilities include partnering with Relationship Managers, coordinating with product partners, handling customer outreach, resolving complex customer issues, and identifying process improvement opportunities.

Is there an emphasis on compliance and risk management in this position?

Yes, employees are accountable for executing all applicable risk programs, fulfilling compliance obligations, and making sound risk decisions.

Is there a specific end date for the job posting?

Yes, the job posting will end on November 1, 2024, but may come down early due to the volume of applicants.

Does Wells Fargo have a policy on diversity and inclusion in hiring?

Yes, Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates regardless of various protected characteristics.

What is the process if I need accommodations during the hiring process?

Applicants with disabilities can request medical accommodations during the application or interview process.

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Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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