Wells Fargo Securities Operations Representative IRA 

Philippines, Caloocan 

108167721

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, education

Desired Qualifications:

• 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 call)
• 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

Job Expectations:

VOICE SUPPORT (Inbound)

• Answers inquiries and provides thorough walkthrough (if needed) on -
• IRA forms and submission of Service requests in Smart Station including responses to notifications.
• Updating and cancelling account distribution and contribution instructions.
• Service requests processing status and timeframe expectations.

VOICE SUPPORT (Outbound)

• Initiates outbound calls to Financial Advisors, Client Associates and Wells Fargo Team Members for case updates and follow up of Service Requests and escalated cases.

ESCALATION

• Opens case escalations for submission to IRA Escalation Group for Service request corrections, exemptions, reviews and urgent completion.
• Opens case escalation to processing for correction for Service requests and urgent completion.

12 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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