Business Execution Administrator -Insurance Licensing Client Services Specialist

About this role:
Wells Fargo is seeking a Business Execution Administrator. The Business Execution Administrator sits on a team within Corporate Risk, specifically the Insurance Licensing Team which oversees the system of records to support insurance licensed Financial Advisors, Bankers, Client Associates and additional individuals who support Financial Advisors in the solicitation of Insurance and Annuity business. Insurance Licensing Employees provide the best possible service to these individuals through daily service calls and as well as ensure adherence to established policies and procedures with a focus on mitigating risk.
In this role, you will:

• Support in implementation of initiatives related to operations and Business Execution across multiple lines of business
• Identify opportunities to improve processes and provide support to a variety of diverse support functions or operations
• Receive directions from supervisors
• Establish and maintain effective relationships with various teams
• Make decisions and resolve issues to meet business objectives
• Interpret policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers via phone and email
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
• Manage and ensure accuracy of data
• Troubleshoot system issues to determine root cause

Required Qualifications:

• 1+ year of Administrative Support, or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Demonstrated Customer Service experience delivering high-quality customer service in a call-based environment
• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
• Strong attention to detail, organizational, prioritization, and time management skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Ability to maintain a high degree of confidentiality
• Problem Solving and decision-making skills
• Previous experience with insurance licensing

Job Expectations:

• Willingness to work on-site at stated location on the job opening
• Relocation Assistance not available
• This position is not eligible for Visa sponsorship
• This position currently offers a hybrid work schedule
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Posting Locations:

• Three Wells Fargo Center, Charlotte, NC

Posting End Date:
26 Jun 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
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