Wells Fargo Senior Trade Investments Associate 

Philippines, Caloocan 

76907270

In this role, you will:

• Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
• Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
• Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
• Provide subject matter expertise and interpretation of procedures to less experienced staff
• Interact with immediate team, functional area and internal peers outside work group on wide range of information

Required Qualifications:

• 4+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Active FINRA Series 7 license, required
• Active FINRA Series 63 license, required
• Good communication skills

Job Expectations:

• Willing to do be in a voice, frontline function
• Willing to work onsite (BGC office)
• Willing to work US hours

Wells Fargo Recruitment and Hiring Requirements:

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