Securities Operations Representative Brokerage Field Services jobs at Wells Fargo in Philippines, Caloocan

About this role:

• Wells Fargo is hiring for Customer Service Representative to support our WellsOne Service Delivery under Global Payments & Liquidity (GPL) group.

In this role, you will:

• Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Interact with customer service team and perform moderately complex customer support tasks
• Manage risk by following all policies and procedures and staying abreast of changes to them
• Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
• Receive direction from customer service supervisor and escalate non-routine questions

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Completed 2 years of college education, any course
• At least two (2) years professional experience in a BPO work environment; Customer Service handling financial program, front-office support (voice)
• With experience working on credit card transactions, or similar
• Essential computer skills including Outlook, MS Excel, MS Word, and SharePoint
• Excellent English communication skills, verbal

Job Expectations:

• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted
• Attention to detail and accuracy
• Strong written and oral communication skills
• Demonstrated organizational skills
• Amenable to work on shifting schedule, including night shift
• Amenable to work in Five NEO, BGC, Taguig City
• Amenable to work full-time onsite
• Amenable to work weekends, PH holidays
  

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Supervise experienced managers and other specialized teams of managers

• Deliver moderate to high complexity organization level initiatives for cross functional stakeholders

• Identify strategies for process improvement and risk control development within security operations

• Lead security operations team by making strategic decisions to resolve complex issues and meet higher risk deliverables

• Develop range of policies and procedures for functions with moderate to higher complexity

• Collaborate and influence all levels of professionals including managers

• Lead team to achieve objectives

• Manage allocation of people and financial resources for Securities Operations

• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 8+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

• 4+ years of management or leadership experience

Desired Qualifications:

• Education:

  • Bachelor’s degree in Finance, Business Administration, Economics, or related field.

  • MBA or relevant postgraduate qualification preferred.

  • Professional Finra licenses such as Series 99 are a plus.

• Experience:

  • Candidate must have 8+ years of experience in Banking Operations, with 4+ years in a senior leadership role.

  • Proven track record in managing large-scale operations

  • Experience with global markets, regulatory environments, and cross-border securities processing, Money Movement etc.

• Technical Skills:

  • Strong understanding of securities lifecycle, Money Movement, SWIFT messaging, and market infrastructures (e.g., DTCC, NSCC).

  • Proficiency in data analytics tools.

  • Familiarity with automation, RPA, AI and digital transformation initiatives in Operations.

• Leadership & Communication:

  • Exceptional leadership, stakeholder management, and team development capabilities.

  • Strong analytical, problem-solving, and decision-making skills.

  • Excellent communication and presentation skills, with the ability to influence senior stakeholders.

• Work Set up / Schedule - candidate must be willing to work on late mid shift with flexibility for US hours schedule at Taguig City.

Job Expectations:

• Strategic Oversight:

  • Lead and optimize end-to-end life cycle of a customer experience , ensuring timely and accurate processing Money Movement transactions.

  • Drive operational efficiency, risk mitigation, and compliance with regulatory standards.

• Team Leadership:

  • Build and mentor high-performing teams across multiple geographies.

  • Foster a culture of accountability, innovation, and continuous improvement.

• Risk & Compliance:

  • Ensure robust controls are in place to manage operational, regulatory, and reputational risks.

  • Collaborate with Compliance, Risk, and Audit teams to maintain a strong control environment.

• Stakeholder Engagement:

  • Act as a key liaison with internal business units, custodians, counterparties, and regulators as necessary.

  • Represent the firm in industry forums and regulatory discussions if necessary.

• Technology & Transformation:

  • Champion automation and digital initiatives to streamline operations and reduce manual touchpoints.

• Partner with IT and transformation teams to implement scalable solutions.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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
• 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

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Completed 2nd year in college (bachelor’s degree course) or associate degree
• Extensive working experience (voice and back-office support) in the BPO/Contact Center financial account or Financial Services industry
• Preferred background in securities operations (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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Interact with customer service team and perform moderately complex customer support tasks
• Manage risk by following all policies and procedures and staying abreast of changes to them
• Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
• Receive direction from customer service supervisor and escalate non-routine questions

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Must have at least two (2) years of professional experience in Customer Service supporting a Banking / Financial account in a BPO work environment, required
• Must be willing to take calls from clients, this is a voice support
• Excellent English communication skills
• Proficient in MS Office applications

Job Expectations:

• Must work on-site at the location posted, Five/Neo, BGC, Taguig City
• Must be amenable to work during night / US shift, fixed weekend off
• Must be amenable to work during local holidays
• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted
• Shifting and rotation schedule

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform moderately complex operations duties in support of either a service center or department environment
• Require considerable knowledge of company personnel policies and practices
• Collect data and prepare related operational reports
• Prepare input forms for automated data processing system
• Utilize the company's internal operations to perform duties
• Coordinate projects
• Furnish information to authorized persons
• Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation

Required Qualifications:

• 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Two (2) Years experience in Operations in a back-office setting or environment either from a Financial Services, Shared Services or BPO
• Two (2) Years experience in one or a combination of the following: Sales, Sales Support, General Banking, or Direct Client Contact
• College graduate
• Intermediate Microsoft Office skills in Word, Excel, Outlook, and PowerPoint
• Analytics, Research, MS Excel, VBA, Macros, Pivot, Controls
• Sales, Client Support and / or Quality experience, preferred
• Amenable to work mid-shift or US shift (Monday-Friday)
• Amenable to work onsite at 5NEO BGC

Job Expectations:

• Partners with Aligned Sales Analysts on an individual basis to assist with creating account structures
• Performing proximity studies and post implementation reviews; preparing relationship review presentations and submitting maintenance requests
• A successful Operations Analyst will deliver high quality, client-focused solutions when preparing and completing their assigned tasks and/or presentations
• Accurate and timely input of data into various systems and applications
• Analysis, manipulation and scrubbing of excel based reports
• Assisting with the development of sales presentations and proposals

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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
• 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

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least completed 2nd year in college all units or Graduate of Bachelor/Associate degree in any course
• Strong customer service experience (voice support) in the BPO/Contact Center. Advantage for financial account or financial services industry experience
• Amenable to voice support role (inbound calls)
• 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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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
• 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

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least completed 2nd year in college all units or Graduate of Bachelor/Associate degree in any course
• Strong customer service experience (voice support) in the BPO/Contact Center. Advantage for financial account or financial services industry experience
• Amenable to voice support role (inbound calls)
• 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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.