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Wells Fargo Securities Operations Representative 
Philippines, Caloocan 
180427216

18.08.2024


In this role, you will:

  • Receive, review, approve or reject, and manually enter service requests in SmartStation related to/from the clients' brokerage accounts.
  • Meet performance delivery on performance metrics and service level agreements which include but not limited to individual attendance, schedule adherence, productivity, and quality check targets for calls and processing.
  • Consistently take and execute instructions, follow through on agreed action items in all areas of responsibility, actively engage on performance or development discussions, and demonstrate accountability on pre-assigned or real-time workload as dictated by business needs.
  • Achieve effective risk management through compliance to policy & procedure, completion of regulatory courses, and to timely escalate any incidents or issues that have the potential to cause or have already caused adverse impacts to the client or firm.
  • Complete daily deliverables which include but not limited to service request tracking, client contact logging, and updating of system issue tracker.
  • Support inbound calls for Investment Contact Center and Wells Fargo Advisors FA.
  • Receive and respond to emails or instant messages from Wells Fargo Advisors and Client Associates on clarifications related to the asset movement service requests.

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:

  • At least 2nd year in college or bachelor's degree in any course
  • Blended experience in customer service and processing
  • Experience in customer service and demonstrates ability to anticipate customer’s needs
  • Excellent problem solving, analytical and technical skills with ability to apply critical judgment and come up with effective decisions.
  • Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work.
  • Ability to adapt to a fast paced environment and perform under pressure with a high motivation and able to meet stringent deadlines with strong sense of urgency and results and detail orientation.
  • Excellent Interpersonal skills - people and process management
  • 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:

  • Voice support - inbound from 10 to 15 calls/day and outbound for clarification with the paperwork received
  • Submitting service request

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.