Wells Fargo Senior Securities Operations Representative Wellstrade Control Group 

Philippines, Caloocan 

165975911

In this role, you will:

• Perform a variety of operational tasks for complex securities or process extensive knowledge of systems
• Provide ideas for improving or implementing processes
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Provide training or work direction to less experienced staff
• Address compliance and corporate governance issues for the department
• Lead or participate in projects
• 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:

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

Desired Qualifications:

• At least 2nd year in college or bachelor's degree in any course
• Blended experience in customer service and processing
• 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.
• Excellent Interpersonal skills - people and process management
• 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 from 10 to 15 calls/day and outbound for clarification with the paperwork received
• Submitting service request
• Handles, answers and resolve through WTCG Escalation inbox
• Delegates feedback
• New Hire Training
• Scheduling senior tasks between onshore and offshore

12 Sep 2024

Wells Fargo Recruitment and Hiring Requirements:

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