Wells Fargo Securities Operations Representative Account Transfers 

Philippines, Caloocan 

855179186

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 (bachelor's degree course)
• Extensive customer service experience (voice and back-office support) in the BPO/Contact Center financial account or Financial services industry
• Preferred background in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc)
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Job Expectation

Supported financial instruments are as follows - cash, exchange traded funds, common stocks, bonds, and/or mutual funds

21 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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