Senior Securities Operations Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Securities Operations Specialist for critical Workforce Management tasks, focusing on process improvement, scheduling, compliance, and automation opportunities. The role spans Client facing and Financial Advisor facing teams, with leadership responsibilities on planning, staffing, and optimization efforts.

Job Responsibility:

Own the End to End of Workforce Management processes across several Client and Financial Advisor (FA) facing teams within the ICC as well as within larger WIM Operations
Responsible for the creation and setup of line of business groups within the Workforce Management system, including performing data quality checks and regression testing for accuracy
Lead, execute and Operationalize Service Chat across the ICC, both for Client and FA facing teams
Lead and execute on the self-serve and automation opportunities within the ICC to drive efficiency and mistake proofing
Ensure standardization, simplification and reduction of manual steps within Scheduling and Command Center teams
Monitor and ensure compliance for Workforce Management Policies and Procedures
Lead scheduling efforts for preference-based shift bids twice a year, annual PTO bids, and proactive planning for holidays and special day staffing
Enhance and implement Resource Planning framework policies and procedures across WIM Operations
Provide backup to schedulers and manage tactical work responsibilities as needed

Requirements:

4+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Expert knowledge on working with workforce management software/tools- Alvaria WFM or Verint preferred
Knowledge and understanding of workforce management software packages including Alvaria WFM/Verint WFM
Ability to work effectively in structured but flexible, adaptable, and changing, contact center environment
Ability to present information, findings, and training to groups of various size including senior management teams
Experience with working across multiple channels- Inbound Phone, Outbound Phone, Chat and Emails
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Ability to follow policies, procedures, and regulations
Ability to work effectively, as well as independently, in a team environment
Ability to meet or exceed business goals and objectives, while fostering a team atmosphere
Ability to exercise independent judgment to identify and resolve problems

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Securities Operations Specialist

Wells Fargo

Location:United States, Charlotte

Category:Finance

Contract Type:Not provided