Hybrid Senior Wealth Management Coordinator – Legal Specialty

at Wells Fargo

• Job title: Senior Wealth Management Coordinator – Legal Specialty
• Job type: Full Time
• Experience level: Senior
• Salary: $34,620 - $52,400 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Senior Wealth Management Banking Coordinator providing advanced support to Private Equity firms on lending and investment needs. Collaborating with Wealth Advisors and Private Bankers to ensure exceptional client service.

Responsibilities

• Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
• Assist in providing service to Private Banking client relationships
• Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
• Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts
• Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
• Research and resolve operational issues related to complex accounts
• Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
• Interpret policies, procedures, and compliance requirements
• Potentially provide work direction and training to less experienced associates
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

• 2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in Wealth Management/Private Banking
• In‑depth understanding of private banking deposit services, specialized lending solutions, securities‑based lending, and custom credit structures
• Experience supporting specialty or professional‑services client segments (e.g., attorneys, partners, law firms, medical professionals, business owners)
• Strong working knowledge of trust, investment, fiduciary, and estate‑related processes, including documentation and account administration
• Advanced ability to interpret and coordinate complex financial documentation, KYC/AML requirements, legal agreements, and entity structures (trusts, partnerships, foundations, LLCs)
• Demonstrated capability to support high‑volume, high‑complexity relationship teams with accuracy, urgency, and a client‑first approach
• Prior experience collaborating with credit officers, underwriting teams, or loan operations teams on complex credit requests
• Proficiency with Wealth & Investment Management platforms, CRM systems, workflow tools, and document‑processing systems
• Strong relationship‑management, communication, and follow‑through skills with the ability to interact professionally with sophisticated clients and internal partners
• Ability to meet deadlines while managing multiple concurrent priorities in a fast‑paced environment
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Excellent verbal, written, and interpersonal communication skills
• High attention to detail with a commitment to operational risk management and regulatory compliance

Benefits

• 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