Markets Client Delivery – FX Onboarding and Set-up Coordinator

About this role:

Wells Fargo is seeking a FX Onboarding and Customer Set-up Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. This is a hybrid role with some in office expectation.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations
• Submit requests (via COBAM) for all account opening / new client onboarding requests.
• Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents (e.g., organizational documents, Tax forms, etc. Pricing agreements, Regulatory Representations)
• Act as a central point of contact for onboarding matters related to the covered business in terms of the following:  Setting priorities, driving execution, providing client documents, and answering questions regarding client set-ups
• Manage and maintain a client onboarding checklist by key milestones
• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
• Work with internal teams to ensure timely account opening
• Update relevant FX systems of Record i.e. CMR, VFX, Quartz

Required Qualifications:

• 2+ years 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:

• Financial services experience and familiarity with Markets line of business
• Knowledge of onboarding, KYC, AML, Dodd Frank and other due diligence processes

• Strong project management, organization and prioritization skills
• Excellent verbal, written and interpersonal communication skills
• Ability to partner and collaborate effectively with all levels of the organization
• Ability to work in a fast-paced deadline driven environment
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Experience working effectively with geographically diverse teams

Job Expectations:

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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.

 

Posting Locations:

Charlotte, NC:  550 S Tryon

New York, NY:  30 Hudson Yards

Pay Ranges:

Charlotte, NC:  $77K - $121K

New York, NY:  $92K - $145K

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$77,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

12 Aug 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, religio