Wells Fargo Lead Securities Operations Representative Client Onboarding 

Philippines, Caloocan 

823232550

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.