Securities Operations Representative, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Securities Operations Representative to perform various operational tasks on complex securities that require general knowledge of unit functions and systems, support securities operations, and identify ways to improve the overall process.

Job Responsibility:

Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
Support securities operations
Identify ways to improve the overall process
Perform moderately complex duties such as processing, researching inquires and reconciling transactions
Review time sensitive documents
Receive direction from supervisor and coordinate situations involving other departments
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
Assist Team Members on Brokerage asset movement requests submitted through Smart Station (Check deposit, check disbursement, wire transfer, wire request status, foreign draft, cashier check, deposit correction, stop payment) by educating them on how to submit the request and directing them to related Infomax story names
View and interpret checking activities through Customer Information View Platform (CIV) to provide information on client’s Brokerage Cash Services balances and related checking activities
Call Harland Clarke for Specialty and Overnight Check orders
Call Account Opening and Maintenance to confirm that the required paperwork for additional check signer, and if it has been imaged or booked on file prior submitting Hogan Update (Customer Profile Update)
Call Credit Margin to get an approval to process Mark-Ups to bypass the overnight batch processing and update transactions real time

Requirements:

2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, education
Amenable to voice support role (inbound and outbound calls)
Experience in customer service and demonstrates ability to anticipate customer’s needs
Excellent problem solving, analytical and technical skills with ability to apply critical judgment and come up with effective decisions
Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work
Ability to adapt to a fast paced environment and perform under pressure with a high motivation and able to meet stringent deadlines with strong sense of urgency and results and detail orientation
Amenable to permanent night shift schedule and 100% onsite reporting in Five Neo Building BGC Taguig City

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Securities Operations Representative

Wells Fargo

Location:Philippines, Taguig City

Category:Banking

Contract Type:Not provided