Senior Wealth Management Banking Coordinator – Legal Specialty Group

Wells Fargo

. Support experienced Private Bankers with account administration, sales activities, risk management, and relationship management .

Posted 9/30/2026full-timeIrvine • California • United StatesSenior💰 $35 - $52 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management and Private Banking, with a strong focus on client relationship management, compliance, and risk management. Proficient in executing banking transactions and providing support to Private Bankers while maintaining high standards of accuracy and attention to detail.

Highest-signal resume keywords

Wealth Management Banking Support ExperienceClient Relationship ManagementCompliance Requirements InterpretationAttention to DetailSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ProcessingKYC RequirementsBanking TransactionsWire TransfersTechnical ExceptionsProject OwnershipDocumentation AccuracyRegulatory ComplianceFinancial Fitness StandardsLoan Originator Qualification

Soft Skills

Excellent Verbal CommunicationWritten CommunicationInterpersonal SkillsClient Service SkillsAbility to Prioritize

Tools & Technologies

Microsoft Office ApplicationsBanking SystemsClient Presentation Materials

Certifications & Qualifications

SAFE Registration

Industry Keywords

Private BankingWealth ManagementRisk ManagementOperational IssuesClient RetentionSales ActivitiesRelationship ManagementCompliance StandardsBanking and Trust EnvironmentBusiness Formation Documents

About the role

Key responsibilities & impact

Support experienced Private Bankers with account administration, sales activities, risk management, and relationship management
Assist in providing service to Private Banking client relationships
Identify client retention issues and potential new business opportunities across product lines
Develop product knowledge and client relationship management skills to meet customers’ financial needs
Prepare preliminary client correspondence and customized professional client presentation materials
Research and resolve operational issues related to complex accounts
Execute daily transactions and provide sales and credit support to bankers across centers, offices, and internal partners
Interpret and apply policies, procedures, and compliance requirements
Own assigned work and extended projects through completion
Execute banking transactions, including wire-related activities, with accuracy and attention to risk management and controls
Provide work direction and training to less experienced associates when needed
Collaborate with peers, colleagues, managers, and internal customers to resolve issues and achieve goals
Receive direction from leaders and exercise independent judgment
Maintain compliance with SAFE Mortgage Licensing Act requirements and related regulations

Requirements

What you’ll need

2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Experience in Wealth Management, Private Banking, or a banking and trust environment, including supporting client relationships and partnering with bankers and internal business partners
Knowledge of opening and maintaining consumer and business deposit accounts, account processing, KYC requirements, Technical Exceptions (TE), and banking transactions, including wire transfers
Experience interpreting and applying policies, procedures, compliance requirements, trust documents, and business formation documents in an environment requiring effective risk management
Ability to take ownership of projects and assignments from initiation through completion
Strong attention to detail and accuracy with client transactions, wire-related activities, documentation, and regulatory, risk, or compliance work
Ability to prioritize and manage multiple responsibilities, deadlines, client needs, and longer-term projects
Excellent verbal, written, interpersonal, and client service skills
Technical ability to learn and navigate multiple banking systems and applications
Proficiency with Microsoft Office applications
SAFE registration required at the time of employment
Must meet Loan Originator qualification requirements under Regulation Z
Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Not eligible for Visa sponsorship

Benefits

Comp & perks

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
Incentive opportunities may be available