Business Execution Associate

About this role:
Wells Fargo is seeking a highly motivated and analytical Business Execution Associate to provide essential support for our Corporate & Investment Banking and Commercial Banking relationship teams. This role is central to optimizing our client engagement model by ensuring operational excellence and strategic support throughout the client lifecycle. The incumbent will work as an individual contributor in enhancing the efficiency and quality of our client-facing processes, with a specific focus on client onboarding and information management.
Wells Fargo is seeking a highly skilled and detail-oriented Client Middle Office Business Execution Associate with 6+ months of experience to support for our Corporate & Investment Banking and Commercial Banking relationship teams. This role focuses on executing and overseeing daily business activities, client onboarding, compliance, and process improvements within a fast-paced, results-driven environment. The incumbent will work as an individual contributor in the night shift to align with global business partners and play a critical part in ensuring seamless client-facing processes, regulatory compliance, and superior client service.
Key Responsibilities

• Research and resolve moderately complex business facilitation tasks, managing the entire process from receipt of work to resolution and closure, including originating source documents, and ensuring data adherence to regulations.
• Identify and resolve discrepancies, process unique rejects or exceptions, and ensure timely closure of issues.
• Execute and oversee daily BAU (Business As Usual) activities, such as client account openings, screening, transaction processing (wires/checks), and other time-sensitive support functions, while ensuring strict adherence to Turnaround Time (TAT) and Service Level Agreements (SLA).
• Leverage expert knowledge of KYC/AML protocols and TAX forms (W9, W8) to support robust client due diligence, risk mitigation, and compliance with regulatory standards.
• Work under close supervision, follow established procedures, and identify opportunities to determine the appropriate course of action within the defined scope of responsibility.
• Review and analyze inquiries and operational challenges that require research, evaluation, and escalation as needed.
• Consult with management for more complex issues to assist with determining the appropriate course of required action.
• Support business activities in completing larger and more complex business, operational, and customer support initiatives to enhance overall team performance.
• Use technical expertise in the designated area to resolve escalated issues and action requests.
• Review and analyze client onboarding processes or challenges and select alternatives after thorough research and evaluation.
• Exercise independent judgment to guide medium risk deliverables and escalate issues where necessary.
• Aggregate, evaluate, and report results, presenting recommendations for resolving complex situations and contributing to quality review, policy, procedure, and compliance development.
• Collaborate and consult with peers, colleagues, managers, and internal/external customers to resolve issues and achieve goals.
• Utilize strong Excel skills to manage and structure data, clean and transform datasets for further analysis and use.

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:

• Solid problem-solving and decision-making skills with a strong business acumen.
• Experience in stakeholder management and leading process improvement initiatives.
• Proficiency in data manipulation, pivot tables, macros, and dashboards.
• Ability to visually present data insights through charts, dashboards, and infographics.
• Hands-on expertise with Tableau, Power BI, Alteryx, and automation tools is a plus.
• Demonstrated high degree of reliability, integrity, and trustworthiness.
• Availability to work the night shift (9:30 PM - 6:30 AM IST) to ensure alignment with global business partners

Job Expectations:

• Experience in Client Middle Office Business Execution
• Minimum 6+ months of experience in New Business Facilitation activities, Implementation, Strategic Planning, or a related field.
• At least 6+ months of hands-on experience with KYC/AML processes and/or customer service preferred.
• Strong understanding of TAX forms (W9, W8), FACTA, DACA, and Salesforce.
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced, results-driven environment.
• Proven ability to gather, analyze, and present data to support decision-making.
• Advanced proficiency in Microsoft Excel (data manipulation, pivot tables) and PowerPoint.
• Excellent verbal, written, and interpersonal communication skills.

Posting End Date:
30 Nov 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 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 .
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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.