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Wells Fargo · 14 hours ago

Client Engagement Coordinator, Corporate & Investment Banking

NEW YORK, NY

Full-time

Hybrid

Entry, Mid Level

$92K/yr - $145K/yr

2+ years exp

Wells Fargo is a leading financial services company, and they are seeking a Client Engagement Coordinator for their Corporate & Investment Banking division. This role will coordinate and manage client engagement activities, ensuring smooth execution of meetings and events while collaborating with various teams to enhance client experiences.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Coordinate and execute client-facing programs, including one-on-one meetings, deal and non-deal roadshows, and closing events across virtual and in-person formats

Partner with Meetings & Events, Marketing, Compliance, Legal and CIB teams to ensure seamless delivery

Serve as liaison between sales and banking teams to facilitate issuer–investor engagement through conferences and roadshows

Maintain issuer and investor profiles and prepare briefing materials for internal and external distribution

Track and reconcile program expenses, ensuring timely closure in Concur

Support Client Engagement Team initiatives to drive process improvements and best practices

Ensure all outreach and engagement activities comply with policies and regulations, supporting communication and enforcement of standards

Qualification

Business ExecutionStrategic PlanningStakeholder ManagementExpense TrackingProcess ImprovementBudget ReconciliationClient EngagementRelationship BuildingPresentation SkillsCollaboration

Required

2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education