Wells Fargo Securities Operations Representative 

Philippines, Caloocan 

830629314

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:

• Extensive experience in customer service experience in Contact Center financial account or Financial Services industry
• Experience in voice account with KPI such as Call Efficiency, AHT (Handle Time), Calls Per Hour
• Amenable to voice support role
• Amenable to permanent night shift schedule and onsite reporting
• Amenable to be assigned in Five Neo Building, 31st Street BGC, Taguig City

Job Expectations:

• Account opening and maintenance online walkthrough and document requirements, approval of documents and service requests (not related to asset movement), general inquiries regarding policies and procedures (not related to asset movement)

5 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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