What are the responsibilities and job description for the Trade Services Customer Onboarding Specialist position at wellsfargo?
Title: Trade Services Customer Onboarding Specialist
Location: 1525 W W T Harris Blvd Charlotte, NC
Duration: 6 months
Work Engagement: W2
Work Schedule: Onsite
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
We are seeking a detail-oriented Trade Services Operations Specialist to support a Trade Services team responsible for customer onboarding and static data maintenance within trade processing systems. This role serves as a critical link between internal business partners and trade operations by ensuring customer information, product entitlements, fees, and trade-related data are accurately established and maintained within systems of record.
The ideal candidate will possess a basic understanding of trade finance concepts and be able to recognize and interpret common trade-related requests, including Letters of Credit and related trade products.
Responsibilities:
Create, maintain, and amend customer and party records within Tradeworks and related trade systems.
Receive and process customer setup forms and static data requests from internal business partners.
Support customer onboarding activities by accurately configuring customer profiles, product access, fee schedules, and trade service requirements.
Ensure all customer information and trade-related details are properly recorded within systems of record (SOR).
Review trade documentation, including Letters of Credit and Standby Letters of Credit, for completeness and accuracy.
Assist the Trade Services desk with day-to-day operational activities, document gathering, and record validation.
Utilize Vantage and other internal systems to support CEO trade setup activities.
Input and release customer requirements according to established procedures.
Communicate extensively through email with internal stakeholders and collaborate with global support teams when necessary.
Partner with internal customer service and operations teams to resolve setup requests and data discrepancies.
Qualifications:
Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
Basic understanding of trade finance, international trade, or trade services operations.
Ability to understand different types of trade-related requests and how they fit within the broader trade services process.
Experience reviewing or working with Letters of Credit (LCs), Standby Letters of Credit (SBLCs), or trade-related documentation.
Strong attention to detail and ability to maintain accurate records.
Excellent written communication and organizational skills.
Ability to manage multiple operational requests in a fast-paced environment.
Exposure to trade finance, trade services, import/export operations, or banking operations. (preferred)
Understanding of goods movement, logistics, and import/export documentation. (preferred)
Experience supporting customer onboarding, customer setup, or master data maintenance processes.
Experience working with internal business partners and cross-functional stakeholders.