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Fiduciary Coordinator

4 months ago

Bengaluru, India WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Fiduciary Coordinator.

In this role, you will:
  • Support Investment Strategists and Fiduciary Specialists in the development and delivery of advice, client acquisitions, and relationship management
  • Provide ongoing service in alignment with the needs of clients by preparing client presentations and investment reviews
  • Coordinate investment trades, distributions, compliance documentation and maintain files within policies and guidelines
  • Research and resolve moderately complex Investment and Fiduciary account issues and deliver extraordinary client experience
  • Identify and escalate client retention issues
  • Interpret and apply trust document language to specific situations
  • Identify and recommend opportunities for process improvement and risk control development
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers
Required Qualifications:
  • 2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Expectations:
  • Shift Timings - 1:30 PM - 10:30 PM or 02:30 PM - 11:30 PM.
  • Excellent in English language [Reading, Speaking, Listening, Writing].
Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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