Business Execution Associate

About this role:

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.

In this role, you will:

• 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:

• 6+ months of relevant experience in Client Middle Office Business Execution
• 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.

Job Expectations:

• 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