Wells Fargo Securities Operations Representative - Advisory Service 

Philippines, Caloocan 

106201971

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:

• Relevant working experience (100% full voice support) in the BPO/Contact Center or Financial Services industry
• Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc)
• Amenable to full voice support role
• 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 Expectations:

• Supporting inbound calls received via the Advisory Support line on queries regarding Advisory services programs such as Fee Billing, Advisory Programs, Account Termination and Switches, Maintenance and ongoing billing of Advisory programs.

12 Sep 2024

Wells Fargo Recruitment and Hiring Requirements:

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