Wells Fargo Securities Operations Representative 

Philippines, Caloocan 

732782539

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 or graduated Bachelor's degree in any field
• Relevant experience (voice support) in the BPO/Contact Center industry
• Amenable to 100% voice support role
• Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
• Amenable to permanent night shift schedule and follows US holiday
• Amenable to onsite reporting in Five Neo Building, 31st Street BGC Taguig City

Job Expectations:

• Caller education on what is needed to be done to redo the transfer after being rejected
• Providing an access to a Financial Advisor/Branch Manager for accounts that are in Z rep code (Account Restriction due to an Outgoing Transfer in process of FULL Outgoing transfer that has been processed) to obtain statement, facilitate trades, and or acquire temporary status for anything that they need to do on the accountt
• Walk through on how to submit a transfer request, check whether the assets that are being transferred are ACAT eligible and/or a product that is allowed to be received at Wells Fargo
• Service Desk assists for questions such as status, reject reason, procedure, and paperwork requirements

28 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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