Wells Fargo Securities Operations Representative 

Philippines, Caloocan 

686007580

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)
• Amenable to service desk role (inbound calls and processing)
• 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)
• Extensive customer service experience (voice and back-office support) in the BPO/Contact Center financial campaign or Financial services industry

Job Expectations:

Support inbound calls received via the Advisory Support line on queries regarding Advisory services programs. Queries relating to Fee Billing, Advisory Programs, Account Termination and Switches, Maintenance and ongoing billing of Advisory programs.

Processing and Maintenance of Advisory programs submitted via Service requests routed thru the Front Office portal - 2IDW. These SRs can be new account inception/enrollment and program switches, maintenance of existing programs, termination and cancellation of advisory programs, ongoing billing of advisory accounts.

Support inbound calls received via Advisory Support line on queries regarding Advisory Services Programs. Queries relate to Fee Billing, Advisory Programs, Account Termination and Switches, Maintenance and Ongoing Billing of Advisory Programs.

Processing and Maintenance of Advisory Programs submitted via Service Requests (SR) routed through the Front Office portal - 2IDW and MAST II. These SRs can be new account inception/enrollment and program switches, maintenance of existing programs, termination and cancellation of Advisory Programs, and ongoing billing of Advisory accounts.

21 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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