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Wells Fargo Senior Securities Operations Representative 
Philippines, Caloocan 
252624623

18.08.2024


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.