Onboarding Services Associate - Independent Solutions

About this role:

Wells Fargo is seeking an Onboarding Services Associate (Business Execution Associate) who will provide support to the Independent Solutions Transition Services team for Channel Transfers as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.  

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
• 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
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• Perform day to day activities include running background checks, submitting system access requests, sending new office packets, etc
• Collaborate and consult with mid-level managers or cross-functional business partners

Required Qualifications:

• 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

Desired Qualifications:

• 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
• 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
• Exposure to Wells Fargo SmartStation application
• Knowledge and understanding of Salesforce

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Job Location:

• 2801 Market Street - Saint Louis, MO 63103

Posting End Date: 

25 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effect