Wells Fargo Securities Operations Representative 

Philippines, Caloocan 

597727745

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:

• Amenable to voice support role (inbound and outbound calls)
• 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.
• Amenable to permanent night shift schedule and 100% onsite reporting in Five Neo Building BGC Taguig City

Job Expectations:

• Assist Team Members on Brokerage asset movement requests submitted through Smart Station (Check deposit, check disbursement, wire transfer, wire request status, foreign draft, cashier check, deposit correction, stop payment) by educating them on how to submit the request and directing them to related Infomax story names.
• View and interpret checking activities through Customer Information View Platform (CIV) to provide information on client’s Brokerage Cash Services balances and related checking activities.
• Call Harland Clarke for Specialty and Overnight Check orders.
• Call Account Opening and Maintenance to confirm that the required paperwork for additional check signer, and if it has been imaged or booked on file prior submitting Hogan Update (Customer Profile Update).
• Call Credit Margin to get an approval to process Mark-Ups to bypass the overnight batch processing and update transactions real time.

Wells Fargo Recruitment and Hiring Requirements:

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