Wealth Management Banking Coordinator at Wells Fargo

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Administration, Client Service, Issue Resolution, Daily Transactions, Control Records, File Management, Operational Issues, Client Correspondence, Presentation Preparation, Risk Identification, Money Movement Review, Service Level Agreement, Unusual Activity Referrals, Process Improvements, Attention To Detail, Data Analytics

Industry

Financial Services

Description

About this role: Wells Fargo is seeking a Wealth Management Banking Coordinator. In this role, you will: Assist Private Bankers with account administration, supporting multiple people, and balancing multiple priorities Provide client service and address inquiries Assist in administration of accounts by interacting with clients to help resolve issues Perform moderately complex daily transactions and control records and files within policy guidelines Research and resolve routine operational issues related to simple to moderately complex accounts Prepare preliminary client correspondence Receive direction from manager and escalate non-routine questions Assist in the preparation of client presentation materials to support sales and marketing efforts Interact with immediate team and functional area on wider range of information, plus internal and external customers Required Qualifications: 2+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Good Microsoft Excel skills. Knowledge in PowerPoint presentation, data analytics, usage of tools such as Power BI, SQL, VBA, is a plus. Experience in implementation of projects related to revision or upgrade of operational procedures. Ability to lead meetings, Job Expectations: Responsible for reviewing money movement requests while maintaining high quality, in consideration of travel rules. Responsible for completing given tasks following the bank's service level agreement. Identify and refer potential risk on the request, e.g. inaccuracies that could lead to operational and financial losses. Identify and when necessary, draft and submit Unusual Activity Referrals for potential Money Laundering, Fraud, or any other Financial Crimes Matter Provides insights with process improvements that can help develop the business Possibility of conducting training to newly onboarded team members Must be a subject matter expert in limited amount of time Ability to perform AD HOC tasks in an efficient manner Attention to detail and accuracy Must be amenable to work onsite (Five/NEO, BGC, Taguig). Must be willing to work on a full shift within 8:00 PM to 7:00 AM or 2:00 AM - 11:00 AM PHT Posting End Date: 26 Mar 2026 *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 effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

This role involves assisting Private Bankers with account administration, providing client service, and resolving inquiries while performing moderately complex daily transactions and maintaining control records. Responsibilities also include reviewing money movement requests for quality and identifying potential operational or financial risks.