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Wells Fargo Lead Securities Operations Representative Client Onboarding 
Philippines, Caloocan 
823232550

17.04.2025


In this role, you will:

  • Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work
  • Supervise daily production activities and staff
  • Guide others on complex production improvement efforts and address procedural impacts
  • Provide back-up for all department functions while providing coaching and feedback to staff
  • Prioritize work and provide daily leadership to teams
  • Contribute to solving corporate governance and address compliance issues for the department
  • Lead the implementation of new or revised processes and procedures
  • 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 judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements


Required Qualifications:

  • 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Graduated of bachelor's degree in any course
  • Strong time and stakeholder management skills
  • Background in brokerage operations, client onboarding (account opening and maintenance) or contact center in financial account voice experience
  • Amenable to permanent night shift and follows US holiday schedule
  • Amenable to onsite reporting in Five Neo Building 31st Street BGC Taguig City


Job Expectations:

  • Subject matter expert of Client Onboarding process account opening and maintenance, package review (electronic document packages)
  • Expected to help supervise the team in terms of production, escalations, product knowledge, system support among others

13 May 2025


Wells Fargo Recruitment and Hiring Requirements:

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