Wells Fargo Securities Operations Representative - Check Processing Brokerage 

Philippines, Caloocan 

221253002

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:

• At least 3+years of strong customer service support in BPO or Financial industry.
• Experience in Banking and Finance experience, back-office background, research and investigation experience
• Amenable to back-office 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:

• The role is part of the Check Deposit Team (Non-Voice) within Wealth and Investment Management (WIM) Operations.
• Reviews incoming check deposits into client accounts for Wells Fargo Financial Advisors brokerage clients and all operation-related functions of check processing.
• Processes physical checks that are sent in via mail or overnight. The team also
• Processes checks on behalf of other departments. The volume may be 1,000+ checks daily, during high volume times.

27 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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