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Onboarding Services Associate - Independent Solutions

Company

Wells Fargo

Location

SAINT LOUIS, United States

Type

Full-time

**About this role:**

Wells Fargo is seeking an Onboarding Services Associate (Business Execution Associate) who will provide support to the Independent Solutions Transition Services team for Onboarding as part of Wealth & Investment Management. Learn more about the career areas and business divisions at wellsfargojobs.com .

**In this role, you will:**

+ Provide support to the Transition Team including Financial Advisor (FA) transitions to Independent Solutions and onboarding Financial Network (FiNet) staff in the field and interns
+ Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
+ Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
+ Receive directi...

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