Business Process Analyst 3 - Client Onboarding and Account Maintenance

Wells Fargo

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. 


Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 


Wholesale Banking provides financial solutions to businesses across the United States and globally, with annual sales generally in excess of $5 million. Our 10 major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Insurance, Wells Fargo Securities, and Principal Investments. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

WFS Operations

The Client Onboarding and Maintenance Process Analyst 3 is responsible for planning, executing and finalizing business initiatives according to the client onboarding and account data strategic objectives. This individual develops deadlines, raises issues, and monitor­s progress across the client data change portfolio. This Product Delivery role builds and maintains strong working relationships with internal stakeholders as well as external counterparts.


  • Assist the Product Delivery team by serving as a point of contact to internal and external stakeholders for Client Data’s change portfolio
  • Manage the Client Onboarding and Account Data strategic plan:
    • Work with Client Data and Shared Services leadership to continuously review and refine the objectives of the Client Data Operations team.
    • Forecast strategic milestones and schedule
    • Communicate deadlines and expectations across all involved parties
    • Ensure change portfolio is on schedule through reviewing workstream status’ on a weekly basis
  • Ensure appropriate team members are included in ongoing communication
  • Communicate with Middle Office, Front Office and Technology teams regarding status of change portfolio
  • Partner with Client Data team on defining ideal states, and managing available budget to achieving them
  • Produce strategy decks and reports as required

Team members 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.

Required Qualifications

  • 8+ years of operations analysis experience

Desired Qualifications

  • Extensive knowledge and understanding of business processes analysis and enhancing operations to accomplish business objectives
  • Extensive knowledge and understanding of financial controls and risk
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • 5+ years of capital markets experience
  • Knowledge and understanding of project management methodologies: process improvements, continuous improvement, or LEAN
  • Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Other Desired Qualifications


  • Knowledge and understanding of business processes analysis and enhancing Operations to accomplish business objectives
  • Highly motivated individual with ability to drive results through leadership.
  • Knowledge of how risk is managed and controlled within Operations, and specifically around client data.
  • Experience of project management including program level reporting, and evidence of decision making through prioritization process.
  • Ability to identify strategic opportunities and make specific recommendations.
  • Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.
  • Flexibility to manage multiple distinct work streams simultaneously.
  • Demonstrated capacity to develop relationships and work with multiple departments (e.g. Sales & Trading, Middle/Back Office, Finance, Compliance, Technology, Collateral, Reconciliations).
  • Knowledge of Capital Markets and trade lifecycle for Prime Broker, Broker Dealer, Futures Commission Merchant, OTC Derivatives, etc. products a plus


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Read Full DescriptionHide Full Description
Confirmed 14 hours ago. Posted 30+ days ago.

Discover Similar Jobs

Suggested Articles

One Step Register
Need an account? Sign Up