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Securities Operations Representative

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
Philippines, Taguig City

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Securities Operations Representative. In this role, you will 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, and perform moderately complex duties such as processing, researching inquires and reconciling transactions. You will also 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, and receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

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
  • Provide phone support to Financial Advisors around Money Movement related concerns
  • Perform basic to advanced research and remediation on simple to moderately complex issues

Requirements:

  • 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Completed 2nd year in college (bachelor's degree course)
  • Strong customer service experience (voice support) in the BPO/Contact Center (financial account) or Financial services industry
  • Amenable to voice support role (inbound and outbound calls)
  • Preferred background in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc)
  • Wiling to work on permanent night shift schedule that follow US holidays
  • Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 13, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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