Business Relationship Support Associate Position (Client Service Officer 3)– Dedicated Teams Service

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El Monte, CA, USA
Hybrid
31K-46K Hourly
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports a portfolio of business customers and relationship managers by managing account issues, customer experience, onboarding, due diligence, and risk-related activities. Serves as a point of contact for operational and product questions, troubleshoots medium to complex issues, escalates problems, and coordinates resolutions with internal teams. Requires business relationship support experience and familiarity with treasury management products, systems, and commercial banking clients.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
  • Provide support for a portfolio of customers
  • Work with business client managers to maintain a portfolio of accounts
  • Oversee overall customer experience
  • Handle customer issues and assist in decisions with business client managers
  • Help with customer associated risk management
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • Handle medium to complex customer issues which include escalation and resolution
  • Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues

Required Qualifications:
  • 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:
  • Treasury Management Dedicated Client Services Experience
  • Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
  • Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
  • Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
  • Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
  • Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information

Job Expectations:
  • The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
  • This position offers a hybrid work schedule.
  • Ability to travel 10%

Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:
6 Oct 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.
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.
#BI-Hybrid

Skills Required

  • 6+ months of Business Relationship Support experience, or equivalent experience, training, military experience, or education
  • Treasury Management Dedicated Client Services experience
  • Experience supporting complex Treasury Management products, such as ECS Product Suite, BAI, and International Wires
  • Experience using Treasury Management tools and applications, such as UAM, Service View, and Hogan
  • Ability to triage and troubleshoot complex issues, identify root causes, and communicate resolutions
  • Intermediate knowledge of Commercial Banking or Corporate Investment Banking client bases
  • Strong personal leadership skills, including initiative, accountability, and the ability to inspire and motivate others
  • Ability to navigate multiple Treasury Management systems, applications, and search tools
  • Ability to work a variable schedule between 7 AM and 6 PM local standard time
  • Ability to travel 10%

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 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. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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